BF
FIVE icon

BOK Financial’s Five Below FIVE Stock Holding History

BOK Financial’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
2024
Q4 		– Sell
-14
Closed -$1.26K – 1360
2024
Q3 		$1.26K Sell
14
-2
-13% -$168 ﹤0.01% 1165
2024
Q2 		$1.74K Hold
16
– – ﹤0.01% 1059
2024
Q1 		$2.86K Sell
16
-38
-70% -$7.32K ﹤0.01% 1038
2023
Q4 		$11.5K Buy
54
+35
+184% +$6.42K ﹤0.01% 931
2023
Q3 		$3.31K Buy
19
+5
+36% +$914 ﹤0.01% 998
2023
Q2 		$2.75K Sell
14
-42
-75% -$8.21K ﹤0.01% 1016
2023
Q1 		$11.5K Buy
+56
New +$11K ﹤0.01% 986
2021
Q4 		– Sell
-1,314
Closed -$232K – 990
2021
Q3 		$232K Buy
+1,314
New +$262K ﹤0.01% 884
2021
Q1 		$263K Sell
1,378
-2,039
-60% -$384K ﹤0.01% 818
2020
Q4 		$598K Buy
+3,417
New +$506K 0.01% 634

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BOK Financial's FIVE Position: Q4 2024 in Review

BOK Financial sold out of Five Below (FIVE) in Q4 2024, closing a stake of 14 shares — an estimated $1.26K sold.

BOK Financial first reported a position in FIVE in Q4 2020 and held it in 10 quarters. The position peaked at $598K in Q4 2020. 423 funds tracked by Wall St. Rank hold FIVE as of Q4 2024.

  • BOK Financial reported no remaining Five Below position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 14 Five Below shares in Q4 2024, an estimated $1.26K.
  • BOK Financial first reported a position in Five Below in Q4 2020 and held it in 10 quarters.
  • BOK Financial's Five Below position peaked at $598K in Q4 2020.
  • 423 funds tracked by Wall St. Rank held Five Below as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.