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Braeburn Wealth Management’s Five Below FIVE Stock Holding History

Braeburn Wealth Management’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 		– Sell
-5,441
Closed -$1.24M – 103
2026
Q1 		$1.24M Buy
5,441
+1,106
+26% +$231K 0.71% 29
2025
Q4 		$817K Buy
+4,335
New +$705K 0.42% 38

Other funds holding FIVE

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Braeburn Wealth Management's FIVE Position: Q2 2026 in Review

Braeburn Wealth Management sold out of Five Below (FIVE) in Q2 2026, closing a stake of 5,441 shares — an estimated $1.24M sold.

Braeburn Wealth Management first reported a position in FIVE in Q4 2025 and held it in 2 quarters. The position peaked at $1.24M in Q1 2026. 87 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Braeburn Wealth Management reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
  • Braeburn Wealth Management sold 5,441 Five Below shares in Q2 2026, an estimated $1.24M.
  • Braeburn Wealth Management first reported a position in Five Below in Q4 2025 and held it in 2 quarters.
  • Braeburn Wealth Management's Five Below position peaked at $1.24M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.