EWA
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EverSource Wealth Advisors’s Five Below FIVE Stock Holding History

EverSource 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 		$520K Buy
2,275
+650
+40% +$136K 0.02% 597
2025
Q4 		$306K Buy
1,625
+795
+96% +$129K 0.01% 748
2025
Q3 		$128K Buy
830
+75
+10% +$10.6K 0.01% 1143
2025
Q2 		$99K Buy
755
+532
+239% +$51.8K ﹤0.01% 1212
2025
Q1 		$16.7K Sell
223
-354
-61% -$31.1K ﹤0.01% 1798
2024
Q4 		$60.6K Buy
577
+558
+2,937% +$53.4K ﹤0.01% 1101
2024
Q3 		$1.68K Buy
19
+14
+280% +$1.18K ﹤0.01% 2595
2024
Q2 		$364 Sell
5
-28
-85% -$3.88K ﹤0.01% 2945
2024
Q1 		$4.83K Buy
33
+8
+32% +$1.54K ﹤0.01% 2069
2023
Q4 		$5.33K Buy
25
+17
+213% +$3.12K ﹤0.01% 1832
2023
Q3 		$1.29K Buy
+8
New +$1.46K ﹤0.01% 2130
2023
Q2 		– Sell
-3
Closed -$618 – 2530
2023
Q1 		$618 Buy
+3
New +$591 ﹤0.01% 2187

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

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

EverSource Wealth Advisors increased its Five Below (FIVE) stake by 40% in Q1 2026, buying an estimated $136K and bringing the position to 2,275 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #597.

EverSource Wealth Advisors first reported a position in FIVE in Q1 2023 and has held it in 12 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • EverSource Wealth Advisors held 2,275 shares of Five Below worth $520K as of Q1 2026.
  • EverSource Wealth Advisors bought 650 Five Below shares in Q1 2026, an estimated $136K.
  • Five Below made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #597 holding.
  • EverSource Wealth Advisors first reported a position in Five Below in Q1 2023 and has held it in 12 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

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