CX Institutional
FIVE icon

CX Institutional’s Five Below FIVE Stock Holding History

CX Institutional’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 		$112K Buy
+512
New +$115K ﹤0.01% 850
2026
Q2 		– Sell
-45
Closed -$10K – 1595
2026
Q1 		$10K Buy
+45
New +$9.42K ﹤0.01% 1293
2019
Q3 		– Sell
-11
Closed -$1K – 845
2019
Q2 		$1K Buy
+11
New +$1.45K ﹤0.01% 845

Other funds holding FIVE

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's FIVE Position: Q3 2026 in Review

CX Institutional opened a new position in Five Below (FIVE) in Q3 2026: 512 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: CX Institutional previously reported a position in FIVE as recently as Q1 2026.

CX Institutional first reported a position in FIVE in Q2 2019 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • CX Institutional held 512 shares of Five Below worth $112K as of Q3 2026.
  • Five Below was a new CX Institutional position in Q3 2026.
  • Five Below made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #850 holding.
  • CX Institutional first reported a position in Five Below in Q2 2019 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.