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EP Wealth Advisors’s Five Below FIVE Stock Holding History

EP Wealth Advisors’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 		$809K Buy
3,542
+385
+12% +$80.6K ﹤0.01% 712
2025
Q4 		$595K Buy
+3,157
New +$513K ﹤0.01% 803
2025
Q2 		$263K Buy
+2,002
New +$195K ﹤0.01% 1097

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T 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 $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EP Wealth Advisors's FIVE Position: Q1 2026 in Review

EP Wealth Advisors increased its Five Below (FIVE) stake by 12% in Q1 2026, buying an estimated $80.6K and bringing the position to 3,542 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

EP Wealth Advisors first reported a position in FIVE in Q2 2025 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • EP Wealth Advisors held 3,542 shares of Five Below worth $809K as of Q1 2026.
  • EP Wealth Advisors bought 385 Five Below shares in Q1 2026, an estimated $80.6K.
  • Five Below made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #712 holding.
  • EP Wealth Advisors first reported a position in Five Below in Q2 2025 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.