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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
Q2 		$1.08K Hold
6
– – ﹤0.01% 808
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 $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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's FIVE Position: Q2 2026 in Review

Bruce G. Allen Investments held its Five Below (FIVE) position steady in Q2 2026 at 6 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Bruce G. Allen Investments first reported a position in FIVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.07K in Q2 2024. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Bruce G. Allen Investments held 6 shares of Five Below worth $1.08K as of Q2 2026.
  • Bruce G. Allen Investments left its Five Below share count unchanged in Q2 2026.
  • Five Below made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #808 holding.
  • Bruce G. Allen Investments first reported a position in Five Below in Q2 2024 and has held it in 9 quarters since.
  • Bruce G. Allen Investments's Five Below position peaked at $2.07K in Q2 2024.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.