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Cromwell Holdings’s Five Below FIVE Stock Holding History

Cromwell Holdings’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 		$3.51K Hold
16
– – ﹤0.01% 781
2026
Q2 		$2.88K Buy
16
+6
+60% +$1.29K ﹤0.01% 773
2026
Q1 		$2.28K Hold
10
– – ﹤0.01% 688
2025
Q4 		$1.88K Hold
10
– – ﹤0.01% 699
2025
Q3 		$1.55K Hold
10
– – ﹤0.01% 746
2025
Q2 		$1.31K Buy
+10
New +$974 ﹤0.01% 758

Other funds holding FIVE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pacifica Capital Investments
Pacifica Capital Investments Leander, Texas $282M AUM 5.46% 1-Year Est. Return

Cromwell Holdings's FIVE Position: Q3 2026 in Review

Cromwell Holdings held its Five Below (FIVE) position steady in Q3 2026 at 16 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Cromwell Holdings first reported a position in FIVE in Q2 2025 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Cromwell Holdings held 16 shares of Five Below worth $3.51K as of Q3 2026.
  • Cromwell Holdings left its Five Below share count unchanged in Q3 2026.
  • Five Below made up ﹤0.01% of Cromwell Holdings's portfolio in Q3 2026, its #781 holding.
  • Cromwell Holdings first reported a position in Five Below in Q2 2025 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.