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 Q3	–	Sell	-64	Closed	-$13.1K	–	696
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	$9.7K	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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Cornerstone Planning Group's FIVE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Five Below (FIVE) in Q3 2026, closing a stake of 64 shares — an estimated $13.1K sold.

Cornerstone Planning Group first reported a position in FIVE in Q4 2022 and held it in 14 quarters. The position peaked at $48.5K in Q4 2022. 111 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

Cornerstone Planning Group reported no remaining Five Below position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 64 Five Below shares in Q3 2026, an estimated $13.1K.
Cornerstone Planning Group first reported a position in Five Below in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Five Below position peaked at $48.5K in Q4 2022.
111 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.