Evergreen Capital Management
FIVE icon

Evergreen Capital Management’s Five Below FIVE Stock Holding History

Evergreen Capital 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
Q3 		$744K Sell
3,390
-87
-3% -$19.5K 0.01% 646
2026
Q2 		$625K Sell
3,477
-140
-4% -$30.2K 0.01% 776
2026
Q1 		$826K Buy
3,617
+1,524
+73% +$319K 0.02% 554
2025
Q4 		$394K Buy
2,093
+1
+0% +$163 0.01% 881
2025
Q3 		$324K Buy
2,092
+400
+24% +$56.6K 0.01% 916
2025
Q2 		$222K Buy
+1,692
New +$165K 0.01% 975

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Amundi
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Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pacifica Capital Investments
Pacifica Capital Investments Leander, Texas $282M AUM 5.46% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Evergreen Capital Management's FIVE Position: Q3 2026 in Review

Evergreen Capital Management reduced its Five Below (FIVE) stake by 2.5% in Q3 2026, selling an estimated $19.5K and leaving 3,390 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #646.

Evergreen Capital Management first reported a position in FIVE in Q2 2025 and has held it in 6 quarters since. The position peaked at $826K in Q1 2026. 295 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Evergreen Capital Management held 3,390 shares of Five Below worth $744K as of Q3 2026.
  • Evergreen Capital Management sold 87 Five Below shares in Q3 2026, an estimated $19.5K.
  • Five Below made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #646 holding.
  • Evergreen Capital Management first reported a position in Five Below in Q2 2025 and has held it in 6 quarters since.
  • Evergreen Capital Management's Five Below position peaked at $826K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.