FFA
FIVE icon

Farther Finance Advisors’s Five Below FIVE Stock Holding History

Farther Finance 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
Q3 		$462K Buy
2,103
+1,006
+92% +$226K ﹤0.01% 1649
2026
Q2 		$197K Sell
1,097
-564
-34% -$121K ﹤0.01% 2248
2026
Q1 		$390K Buy
1,661
+1,213
+271% +$254K ﹤0.01% 1569
2025
Q4 		$84.3K Buy
448
+363
+427% +$59K ﹤0.01% 2455
2025
Q3 		$13.1K Buy
85
+22
+35% +$3.11K ﹤0.01% 3303
2025
Q2 		$8.25K Buy
63
+35
+125% +$3.41K ﹤0.01% 3171
2025
Q1 		$2.13K Sell
28
-48
-63% -$4.22K ﹤0.01% 3363
2024
Q4 		$7.97K Buy
76
+25
+49% +$2.39K ﹤0.01% 2472
2024
Q3 		$4.5K Sell
51
-21
-29% -$1.77K ﹤0.01% 2690
2024
Q2 		$7.76K Buy
72
+2
+3% +$277 ﹤0.01% 2178
2024
Q1 		$12.5K Buy
70
+44
+169% +$8.48K ﹤0.01% 1671
2023
Q4 		$5.61K Buy
26
+20
+333% +$3.67K ﹤0.01% 1908
2023
Q3 		$1.03K Buy
6
+1
+20% +$183 ﹤0.01% 2073
2023
Q2 		$1.06K Buy
5
+2
+67% +$391 ﹤0.01% 1958
2023
Q1 		$701 Sell
3
-41
-93% -$8.07K ﹤0.01% 1919
2022
Q4 		$7.85K Buy
+44
New +$6.92K ﹤0.01% 1027

Other funds holding FIVE

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's FIVE Position: Q3 2026 in Review

Farther Finance Advisors increased its Five Below (FIVE) stake by 92% in Q3 2026, buying an estimated $226K and bringing the position to 2,103 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Farther Finance Advisors first reported a position in FIVE in Q4 2022 and has held it in 16 quarters since. 16 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Farther Finance Advisors held 2,103 shares of Five Below worth $462K as of Q3 2026.
  • Farther Finance Advisors bought 1,006 Five Below shares in Q3 2026, an estimated $226K.
  • Five Below made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1649 holding.
  • Farther Finance Advisors first reported a position in Five Below in Q4 2022 and has held it in 16 quarters since.
  • 16 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.