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Concord Wealth Partners’s Five Below FIVE Stock Holding History

Concord Wealth Partners’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 		$89.9K Buy
+500
New +$108K 0.01% 297
2026
Q1 		– Sell
-500
Closed -$94.2K – 403
2025
Q4 		$94.2K Hold
500
– – 0.01% 262
2025
Q3 		$77.3K Hold
500
– – 0.01% 283
2025
Q2 		$65.6K Buy
+500
New +$48.7K 0.01% 311

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's FIVE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Five Below (FIVE) in Q2 2026: 500 shares worth $89.9K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FIVE as recently as Q4 2025.

Concord Wealth Partners first reported a position in FIVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $94.2K in Q4 2025. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Concord Wealth Partners held 500 shares of Five Below worth $89.9K as of Q2 2026.
  • Five Below was a new Concord Wealth Partners position in Q2 2026.
  • Five Below made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #297 holding.
  • Concord Wealth Partners first reported a position in Five Below in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's Five Below position peaked at $94.2K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.