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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
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

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

Evergreen Capital Management's FIVE Position: Q1 2026 in Review

Evergreen Capital Management increased its Five Below (FIVE) stake by 73% in Q1 2026, buying an estimated $319K and bringing the position to 3,617 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #554.

Evergreen Capital Management first reported a position in FIVE in Q2 2025 and has held it in 4 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Evergreen Capital Management held 3,617 shares of Five Below worth $826K as of Q1 2026.
  • Evergreen Capital Management bought 1,524 Five Below shares in Q1 2026, an estimated $319K.
  • Five Below made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #554 holding.
  • Evergreen Capital Management first reported a position in Five Below in Q2 2025 and has held it in 4 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.