BGAI
FIVE icon

Bruce G. Allen Investments’s Five Below FIVE Stock Holding History

Bruce G. Allen Investments’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
Q1 		$1.37K Hold
6
– – ﹤0.01% 758
2025
Q4 		$1.13K Hold
6
– – ﹤0.01% 809
2025
Q3 		$928 Hold
6
– – ﹤0.01% 840
2025
Q2 		$787 Sell
6
-9
-60% -$877 ﹤0.01% 866
2025
Q1 		$1.12K Buy
15
+3
+25% +$264 ﹤0.01% 783
2024
Q4 		$1.26K Sell
12
-1
-8% -$96 ﹤0.01% 787
2024
Q3 		$1.15K Sell
13
-6
-32% -$505 ﹤0.01% 794
2024
Q2 		$2.07K Buy
+19
New +$2.63K ﹤0.01% 681

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bruce G. Allen Investments's FIVE Position: Q1 2026 in Review

Bruce G. Allen Investments held its Five Below (FIVE) position steady in Q1 2026 at 6 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Bruce G. Allen Investments first reported a position in FIVE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.07K in Q2 2024. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Bruce G. Allen Investments held 6 shares of Five Below worth $1.37K as of Q1 2026.
  • Bruce G. Allen Investments left its Five Below share count unchanged in Q1 2026.
  • Five Below made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #758 holding.
  • Bruce G. Allen Investments first reported a position in Five Below in Q2 2024 and has held it in 8 quarters since.
  • Bruce G. Allen Investments's Five Below position peaked at $2.07K in Q2 2024.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.