CPG
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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
Q2 		$13.1K Sell
64
-3
-4% -$646 ﹤0.01% 806
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
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

Cornerstone Planning Group's FIVE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Five Below (FIVE) stake by 4.5% in Q2 2026, selling an estimated $646 and leaving 64 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Cornerstone Planning Group first reported a position in FIVE in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.5K in Q4 2022. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Cornerstone Planning Group held 64 shares of Five Below worth $13.1K as of Q2 2026.
  • Cornerstone Planning Group sold 3 Five Below shares in Q2 2026, an estimated $646.
  • Five Below made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #806 holding.
  • Cornerstone Planning Group first reported a position in Five Below in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Five Below position peaked at $48.5K in Q4 2022.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.