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FSA Wealth Management’s Five Below FIVE Stock Holding History

FSA Wealth 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
2025
Q3 		$1.39K Hold
9
– – ﹤0.01% 515
2025
Q2 		$1.18K Hold
9
– – ﹤0.01% 501
2025
Q1 		$674 Hold
9
– – ﹤0.01% 484
2024
Q4 		$945 Hold
9
– – ﹤0.01% 527
2024
Q3 		$795 Buy
+9
New +$758 ﹤0.01% 533
2024
Q1 		$1.63K Hold
9
– – ﹤0.01% 555
2023
Q4 		$2K Buy
+9
New +$1.65K ﹤0.01% 527

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FSA Wealth Management's FIVE Position: Q3 2025 in Review

FSA Wealth Management held its Five Below (FIVE) position steady in Q3 2025 at 9 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

FSA Wealth Management first reported a position in FIVE in Q4 2023 and has held it in 7 quarters since. The position peaked at $2K in Q4 2023. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

  • FSA Wealth Management held 9 shares of Five Below worth $1.39K as of Q3 2025.
  • FSA Wealth Management left its Five Below share count unchanged in Q3 2025.
  • Five Below made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #515 holding.
  • FSA Wealth Management first reported a position in Five Below in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Five Below position peaked at $2K in Q4 2023.
  • 502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.