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Curi RMB Capital’s Five Below FIVE Stock Holding History

Curi RMB Capital’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 		$351K Sell
1,953
-1,143
-37% -$246K 0.01% 713
2026
Q1 		$707K Buy
3,096
+1,147
+59% +$240K 0.01% 522
2025
Q4 		$367K Buy
+1,949
New +$317K 0.01% 701

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 $3.38T AUM 44.17% 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

Curi RMB Capital's FIVE Position: Q2 2026 in Review

Curi RMB Capital reduced its Five Below (FIVE) stake by 37% in Q2 2026, selling an estimated $246K and leaving 1,953 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #713.

Curi RMB Capital first reported a position in FIVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $707K in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Curi RMB Capital held 1,953 shares of Five Below worth $351K as of Q2 2026.
  • Curi RMB Capital sold 1,143 Five Below shares in Q2 2026, an estimated $246K.
  • Five Below made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #713 holding.
  • Curi RMB Capital first reported a position in Five Below in Q4 2025 and has held it in 3 quarters since.
  • Curi RMB Capital's Five Below position peaked at $707K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.