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Byrne Asset Management’s Five Below FIVE Stock Holding History

Byrne Asset 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
Q3 		– Sell
-27
Closed -$4.85K – 634
2026
Q2 		$4.85K Buy
+27
New +$5.82K ﹤0.01% 502
2025
Q2 		– Sell
-391
Closed -$29.3K – 554
2025
Q1 		$29.3K Buy
+391
New +$34.4K 0.02% 300
2024
Q3 		– Sell
-190
Closed -$21K – 547
2024
Q2 		$21K Buy
+190
New +$26.3K 0.02% 284
2024
Q1 		– Sell
-14
Closed -$2.98K – 549
2023
Q4 		$2.98K Buy
+14
New +$2.57K ﹤0.01% 470

Other funds holding FIVE

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Byrne Asset Management's FIVE Position: Q3 2026 in Review

Byrne Asset Management sold out of Five Below (FIVE) in Q3 2026, closing a stake of 27 shares — an estimated $4.85K sold.

Byrne Asset Management first reported a position in FIVE in Q4 2023 and held it in 4 quarters. The position peaked at $29.3K in Q1 2025. 16 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Byrne Asset Management reported no remaining Five Below position as of Q3 2026 after selling out during the quarter.
  • Byrne Asset Management sold 27 Five Below shares in Q3 2026, an estimated $4.85K.
  • Byrne Asset Management first reported a position in Five Below in Q4 2023 and held it in 4 quarters.
  • Byrne Asset Management's Five Below position peaked at $29.3K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.