Cetera Investment Advisers
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Cetera Investment Advisers’s Five Below FIVE Stock Holding History

Cetera Investment Advisers’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
2025
Q2 		– Sell
-500
Closed -$2.9K – 4146
2025
Q1 		$2.9K Hold
500
– – ﹤0.01% 3961
2024
Q4 		$3.2K Hold
500
– – ﹤0.01% 3747
2024
Q3 		$5.57K Buy
500
+100
+25% +$8.42K ﹤0.01% 3683
2024
Q2 		$5.36K Buy
+400
New +$55.4K ﹤0.01% 3686

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

Cetera Investment Advisers's FIVE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Five Below (FIVE) stake by 10% in Q2 2026, selling an estimated $279K and leaving 11,571 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Cetera Investment Advisers first reported a position in FIVE in Q2 2021 and has held it in 17 quarters since. The position peaked at $4.09M in Q1 2024. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Cetera Investment Advisers held 11,571 shares of Five Below worth $2.08M as of Q2 2026.
  • Cetera Investment Advisers sold 1,294 Five Below shares in Q2 2026, an estimated $279K.
  • Five Below made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2355 holding.
  • Cetera Investment Advisers first reported a position in Five Below in Q2 2021 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Five Below position peaked at $4.09M in Q1 2024.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.