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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
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

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

Evergreen Capital Management's FIVE Position: Q2 2026 in Review

Evergreen Capital Management reduced its Five Below (FIVE) stake by 3.9% in Q2 2026, selling an estimated $30.2K and leaving 3,477 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #776.

Evergreen Capital Management first reported a position in FIVE in Q2 2025 and has held it in 5 quarters since. The position peaked at $826K in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Evergreen Capital Management held 3,477 shares of Five Below worth $625K as of Q2 2026.
  • Evergreen Capital Management sold 140 Five Below shares in Q2 2026, an estimated $30.2K.
  • Five Below made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #776 holding.
  • Evergreen Capital Management first reported a position in Five Below in Q2 2025 and has held it in 5 quarters since.
  • Evergreen Capital Management's Five Below position peaked at $826K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.