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Global Financial Private Client’s Five Below FIVE Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-4
Closed -$300 – 704
2025
Q1 		$300 Buy
4
+2
+100% +$176 ﹤0.01% 1440
2024
Q4 		$210 Buy
+2
New +$191 ﹤0.01% 1249

Other funds holding FIVE

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

Global Financial Private Client's FIVE Position: Q2 2025 in Review

Global Financial Private Client sold out of Five Below (FIVE) in Q2 2025, closing a stake of 4 shares — an estimated $300 sold.

Global Financial Private Client first reported a position in FIVE in Q4 2024 and held it in 2 quarters. The position peaked at $300 in Q1 2025. 460 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

  • Global Financial Private Client reported no remaining Five Below position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Five Below shares in Q2 2025, an estimated $300.
  • Global Financial Private Client first reported a position in Five Below in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Five Below position peaked at $300 in Q1 2025.
  • 460 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.