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Birchwood Financial Partners’s Five Below FIVE Stock Holding History

Birchwood Financial Partners’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.89K Sell
55
-1
-2% -$215 0.01% 275
2026
Q1 		$12.8K Sell
56
-1
-2% -$209 0.01% 260
2025
Q4 		$10.7K Buy
+57
New +$9.27K 0.01% 272

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Birchwood Financial Partners's FIVE Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Five Below (FIVE) stake by 1.8% in Q2 2026, selling an estimated $215 and leaving 55 shares worth $9.89K. The position accounts for 0.01% of the portfolio, ranked #275.

Birchwood Financial Partners first reported a position in FIVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.8K in Q1 2026. 608 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Birchwood Financial Partners held 55 shares of Five Below worth $9.89K as of Q2 2026.
  • Birchwood Financial Partners sold 1 Five Below share in Q2 2026, an estimated $215.
  • Five Below made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #275 holding.
  • Birchwood Financial Partners first reported a position in Five Below in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Five Below position peaked at $12.8K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.