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Congress Wealth Management’s Five Below FIVE Stock Holding History

Congress Wealth Management’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 		$4.59M Buy
+34,999
New +$3.41M 0.04% 402

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Congress Wealth Management's FIVE Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Five Below (FIVE) in Q2 2025: 34,999 shares worth $4.59M. The stake represents 0.04% of the portfolio and ranks #402 among its holdings.

461 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

  • Congress Wealth Management held 34,999 shares of Five Below worth $4.59M as of Q2 2025.
  • Five Below was a new Congress Wealth Management position in Q2 2025.
  • Five Below made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #402 holding.
  • 461 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.