CPIG
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Chicago Partners Investment Group’s Five Below FIVE Stock Holding History

Chicago Partners Investment Group’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 		$1.76M Sell
8,737
-695
-7% -$150K 0.04% 412
2026
Q1 		$2.27M Buy
9,432
+3,637
+63% +$761K 0.05% 292
2025
Q4 		$1.1M Buy
5,795
+954
+20% +$155K 0.03% 436
2025
Q3 		$778K Buy
4,841
+1,431
+42% +$202K 0.02% 506
2025
Q2 		$475K Buy
3,410
+753
+28% +$73.3K 0.01% 625
2025
Q1 		$218K Buy
+2,657
New +$233K 0.01% 829

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

Chicago Partners Investment Group's FIVE Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Five Below (FIVE) stake by 7.4% in Q2 2026, selling an estimated $150K and leaving 8,737 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #412.

Chicago Partners Investment Group first reported a position in FIVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.27M in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Chicago Partners Investment Group held 8,737 shares of Five Below worth $1.76M as of Q2 2026.
  • Chicago Partners Investment Group sold 695 Five Below shares in Q2 2026, an estimated $150K.
  • Five Below made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #412 holding.
  • Chicago Partners Investment Group first reported a position in Five Below in Q1 2025 and has held it in 6 quarters since.
  • Chicago Partners Investment Group's Five Below position peaked at $2.27M in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.