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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
Q2 		$715K Buy
3,979
+437
+12% +$94.1K ﹤0.01% 875
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 $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 $3.37T AUM 44.26% 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

EP Wealth Advisors's FIVE Position: Q2 2026 in Review

EP Wealth Advisors increased its Five Below (FIVE) stake by 12% in Q2 2026, buying an estimated $94.1K and bringing the position to 3,979 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

EP Wealth Advisors first reported a position in FIVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $809K in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • EP Wealth Advisors held 3,979 shares of Five Below worth $715K as of Q2 2026.
  • EP Wealth Advisors bought 437 Five Below shares in Q2 2026, an estimated $94.1K.
  • Five Below made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #875 holding.
  • EP Wealth Advisors first reported a position in Five Below in Q2 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's Five Below position peaked at $809K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.