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Forum Financial Management’s Five Below FIVE Stock Holding History

Forum Financial Management’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 		– Sell
-1,882
Closed -$354K – 576
2025
Q4 		$354K Buy
1,882
+73
+4% +$11.9K ﹤0.01% 657
2025
Q3 		$280K Buy
+1,809
New +$256K ﹤0.01% 783

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

Forum Financial Management's FIVE Position: Q1 2026 in Review

Forum Financial Management sold out of Five Below (FIVE) in Q1 2026, closing a stake of 1,882 shares — an estimated $354K sold.

Forum Financial Management first reported a position in FIVE in Q3 2025 and held it in 2 quarters. The position peaked at $354K in Q4 2025. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Forum Financial Management reported no remaining Five Below position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,882 Five Below shares in Q1 2026, an estimated $354K.
  • Forum Financial Management first reported a position in Five Below in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Five Below position peaked at $354K in Q4 2025.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.