Cornerstone Planning Group’s Five Below FIVE Stock Holding History

Cornerstone Planning 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 Q1	$15.2K	Buy	67 +3	+5%	+$628	﹤0.01%	765
2025 Q4	$11.9K	Buy	64 +2	+3%	+$325	﹤0.01%	751
2025 Q3	$9.72K	Hold	62	–	–	﹤0.01%	790
2025 Q2	$8.42K	Sell	62 -8	-11%	-$779	﹤0.01%	598
2025 Q1	$5.19K	Buy	70 +8	+13%	+$703	﹤0.01%	722
2024 Q4	$5.96K	Sell	62 -18	-23%	-$1.72K	﹤0.01%	543
2024 Q3	$7.24K	Hold	80	–	–	﹤0.01%	486
2024 Q2	$5.38K	Sell	80 -77	-49%	-$10.7K	﹤0.01%	560
2024 Q1	$22.7K	Sell	157 -62	-28%	-$11.9K	0.01%	279
2023 Q4	$46.7K	Hold	219	–	–	0.02%	193
2023 Q3	$35.2K	Sell	219 -19	-8%	-$3.47K	0.01%	225
2023 Q2	$46.8K	Buy	+238	New	+$46.5K	0.02%	255
2022 Q4	$48.5K	Buy	+267	New	+$42K	0.02%	273

Other funds holding FIVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Cornerstone Planning Group's FIVE Position: Q1 2026 in Review

Cornerstone Planning Group increased its Five Below (FIVE) stake by 4.7% in Q1 2026, buying an estimated $628 and bringing the position to 67 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Cornerstone Planning Group first reported a position in FIVE in Q4 2022 and has held it in 13 quarters since. The position peaked at $48.5K in Q4 2022. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

Cornerstone Planning Group held 67 shares of Five Below worth $15.2K as of Q1 2026.
Cornerstone Planning Group bought 3 Five Below shares in Q1 2026, an estimated $628.
Five Below made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #765 holding.
Cornerstone Planning Group first reported a position in Five Below in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Five Below position peaked at $48.5K in Q4 2022.
628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.