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BFC Planning, Inc.’s Five Below FIVE Stock Holding History

BFC Planning, Inc.’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 		$38.7K Sell
215
-8
-4% -$1.72K ﹤0.01% 1684
2026
Q1 		$51K Hold
223
– – ﹤0.01% 1330
2025
Q4 		$42K Hold
223
– – ﹤0.01% 1440
2025
Q3 		$34.5K Buy
223
+204
+1,074% +$28.9K ﹤0.01% 1329
2025
Q2 		$2.49K Sell
19
-9
-32% -$877 ﹤0.01% 2253
2025
Q1 		$2.1K Buy
+28
New +$2.46K ﹤0.01% 2295

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s FIVE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Five Below (FIVE) stake by 3.6% in Q2 2026, selling an estimated $1.72K and leaving 215 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

BFC Planning, Inc. first reported a position in FIVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $51K in Q1 2026. 614 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • BFC Planning, Inc. held 215 shares of Five Below worth $38.7K as of Q2 2026.
  • BFC Planning, Inc. sold 8 Five Below shares in Q2 2026, an estimated $1.72K.
  • Five Below made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1684 holding.
  • BFC Planning, Inc. first reported a position in Five Below in Q1 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Five Below position peaked at $51K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.