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Financial Consulate’s Five Below FIVE Stock Holding History

Financial Consulate’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 		$899 Hold
5
– – ﹤0.01% 1183
2026
Q1 		$1.14K Hold
5
– – ﹤0.01% 1089
2025
Q4 		$942 Hold
5
– – ﹤0.01% 1027
2025
Q3 		$774 Buy
+5
New +$707 ﹤0.01% 908

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

Financial Consulate's FIVE Position: Q2 2026 in Review

Financial Consulate held its Five Below (FIVE) position steady in Q2 2026 at 5 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Financial Consulate first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.14K in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Financial Consulate held 5 shares of Five Below worth $899 as of Q2 2026.
  • Financial Consulate left its Five Below share count unchanged in Q2 2026.
  • Five Below made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1183 holding.
  • Financial Consulate first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Five Below position peaked at $1.14K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.