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 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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Financial Consulate's FIVE Position: Q1 2026 in Review

Financial Consulate held its Five Below (FIVE) position steady in Q1 2026 at 5 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Financial Consulate first reported a position in FIVE in Q3 2025 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

Financial Consulate held 5 shares of Five Below worth $1.14K as of Q1 2026.
Financial Consulate left its Five Below share count unchanged in Q1 2026.
Five Below made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1089 holding.
Financial Consulate first reported a position in Five Below in Q3 2025 and has held it in 3 quarters since.
628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.