EWM
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Empirical Wealth Management’s Five Below FIVE Stock Holding History

Empirical Wealth Management’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 		$523K Sell
2,910
-306
-10% -$65.9K 0.01% 658
2026
Q1 		$735K Buy
3,216
+908
+39% +$190K 0.01% 431
2025
Q4 		$435K Buy
+2,308
New +$375K 0.01% 570

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Empirical Wealth Management's FIVE Position: Q2 2026 in Review

Empirical Wealth Management reduced its Five Below (FIVE) stake by 9.5% in Q2 2026, selling an estimated $65.9K and leaving 2,910 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #658.

Empirical Wealth Management first reported a position in FIVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $735K in Q1 2026. 339 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Empirical Wealth Management held 2,910 shares of Five Below worth $523K as of Q2 2026.
  • Empirical Wealth Management sold 306 Five Below shares in Q2 2026, an estimated $65.9K.
  • Five Below made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #658 holding.
  • Empirical Wealth Management first reported a position in Five Below in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Five Below position peaked at $735K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.