CIAS
FIVE icon

CBIZ Investment Advisory Services’s Five Below FIVE Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-64
Closed -$12.1K – 543
2025
Q4 		$12.1K Buy
+64
New +$10.4K ﹤0.01% 351

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

CBIZ Investment Advisory Services's FIVE Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Five Below (FIVE) in Q1 2026, closing a stake of 64 shares — an estimated $12.1K sold.

CBIZ Investment Advisory Services first reported a position in FIVE in Q4 2025 and held it in 1 quarter. The position peaked at $12.1K in Q4 2025. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Five Below position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 64 Five Below shares in Q1 2026, an estimated $12.1K.
  • CBIZ Investment Advisory Services first reported a position in Five Below in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Five Below position peaked at $12.1K in Q4 2025.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.