GIA
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Gateway Investment Advisers’s Five Below FIVE Stock Holding History

Gateway Investment Advisers’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
Q3 		$1.08M Buy
4,934
+1,581
+47% +$355K 0.01% 490
2026
Q2 		$603K Buy
3,353
+817
+32% +$176K 0.01% 545
2026
Q1 		$579K Sell
2,536
-1,192
-32% -$249K 0.01% 452
2025
Q4 		$702K Buy
3,728
+531
+17% +$86.3K 0.01% 410
2025
Q3 		$495K Buy
3,197
+13
+0.4% +$1.84K ﹤0.01% 412
2025
Q2 		$418K Sell
3,184
-24
-0.7% -$2.34K ﹤0.01% 386
2025
Q1 		$240K Sell
3,208
-22,089
-87% -$1.94M ﹤0.01% 468
2024
Q4 		$2.66M Buy
25,297
+22,102
+692% +$2.11M 0.03% 231
2024
Q3 		$282K Sell
3,195
-277
-8% -$23.3K ﹤0.01% 457
2024
Q2 		$378K Sell
3,472
-1,622
-32% -$225K ﹤0.01% 418
2024
Q1 		$924K Buy
5,094
+9
+0.2% +$1.73K 0.01% 333
2023
Q4 		$1.08M Hold
5,085
– – 0.01% 316
2023
Q3 		$818K Sell
5,085
-19
-0.4% -$3.47K 0.01% 331
2023
Q2 		$1M Hold
5,104
– – 0.01% 318
2023
Q1 		$1.05M Hold
5,104
– – 0.01% 331
2022
Q4 		$903K Buy
5,104
+8
+0.2% +$1.26K 0.01% 361
2022
Q3 		$702K Buy
5,096
+367
+8% +$48.2K 0.01% 379
2022
Q2 		$536K Hold
4,729
– – 0.01% 411
2022
Q1 		$749K Buy
4,729
+1,430
+43% +$239K 0.01% 393
2021
Q4 		$683K Buy
3,299
+119
+4% +$23.4K 0.01% 377
2021
Q3 		$562K Buy
3,180
+8
+0.3% +$1.59K 0.01% 403
2021
Q2 		$613K Hold
3,172
– – 0.01% 405
2021
Q1 		$605K Hold
3,172
– – 0.01% 397
2020
Q4 		$555K Sell
3,172
-14
-0.4% -$2.07K 0.01% 397
2020
Q3 		$405K Sell
3,186
-15,880
-83% -$1.81M ﹤0.01% 421
2020
Q2 		$2.04M Buy
19,066
+43
+0.2% +$4.03K 0.02% 319
2020
Q1 		$1.34M Hold
19,023
– – 0.02% 336
2019
Q4 		$2.43M Sell
19,023
-9,382
-33% -$1.18M 0.02% 326
2019
Q3 		$3.58M Buy
+28,405
New +$3.45M 0.04% 307

Other funds holding FIVE

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers's FIVE Position: Q3 2026 in Review

Gateway Investment Advisers increased its Five Below (FIVE) stake by 47% in Q3 2026, buying an estimated $355K and bringing the position to 4,934 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #490.

Gateway Investment Advisers first reported a position in FIVE in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.58M in Q3 2019. 26 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Gateway Investment Advisers held 4,934 shares of Five Below worth $1.08M as of Q3 2026.
  • Gateway Investment Advisers bought 1,581 Five Below shares in Q3 2026, an estimated $355K.
  • Five Below made up 0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #490 holding.
  • Gateway Investment Advisers first reported a position in Five Below in Q3 2019 and has held it in 29 quarters since.
  • Gateway Investment Advisers's Five Below position peaked at $3.58M in Q3 2019.
  • 26 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.