EF
FIVE icon

Empowered Funds’s Five Below FIVE Stock Holding History

Empowered Funds’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
Q1 		$13.1M Buy
+57,416
New +$12M 0.08% 269
2025
Q3 		– Sell
-1,850
Closed -$243K – 1868
2025
Q2 		$243K Sell
1,850
-17,055
-90% -$1.66M ﹤0.01% 1587
2025
Q1 		$1.42M Buy
+18,905
New +$1.66M 0.02% 882
2019
Q1 		– Sell
-12,155
Closed -$1.24M – 100
2018
Q4 		$1.24M Sell
12,155
-2,337
-16% -$258K 0.53% 55
2018
Q3 		$1.86M Buy
+14,492
New +$1.61M 0.55% 52

Other funds holding FIVE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return