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
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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Farther Finance Advisors's FIVE Position: Q2 2026 in Review

Farther Finance Advisors reduced its Five Below (FIVE) stake by 34% in Q2 2026, selling an estimated $121K and leaving 1,097 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Farther Finance Advisors first reported a position in FIVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $390K in Q1 2026. 56 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Farther Finance Advisors held 1,097 shares of Five Below worth $197K as of Q2 2026.
  • Farther Finance Advisors sold 564 Five Below shares in Q2 2026, an estimated $121K.
  • Five Below made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2248 holding.
  • Farther Finance Advisors first reported a position in Five Below in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Five Below position peaked at $390K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.