Cedar Mountain Advisors
FIVE icon

Cedar Mountain Advisors’s Five Below FIVE Stock Holding History

Cedar Mountain Advisors’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 		$5.71K Hold
26
– – ﹤0.01% 612
2026
Q2 		$4.68K Hold
26
– – ﹤0.01% 709
2026
Q1 		$5.94K Buy
+26
New +$5.44K ﹤0.01% 602

Other funds holding FIVE

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Cedar Mountain Advisors's FIVE Position: Q3 2026 in Review

Cedar Mountain Advisors held its Five Below (FIVE) position steady in Q3 2026 at 26 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Cedar Mountain Advisors first reported a position in FIVE in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.94K in Q1 2026. 92 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Cedar Mountain Advisors held 26 shares of Five Below worth $5.71K as of Q3 2026.
  • Cedar Mountain Advisors left its Five Below share count unchanged in Q3 2026.
  • Five Below made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #612 holding.
  • Cedar Mountain Advisors first reported a position in Five Below in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Five Below position peaked at $5.94K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.