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Golden State Wealth Management’s Five Below FIVE Stock Holding History

Golden State 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
2026
Q1 		$15.3K Sell
67
-15
-18% -$3.14K ﹤0.01% 983
2025
Q4 		$15.4K Buy
82
+15
+22% +$2.44K ﹤0.01% 989
2025
Q3 		$10.4K Hold
67
– – ﹤0.01% 1095
2025
Q2 		$8.79K Hold
67
– – ﹤0.01% 1103
2025
Q1 		$5.02K Hold
67
– – ﹤0.01% 1167
2024
Q4 		$7.03K Buy
+67
New +$6.41K ﹤0.01% 1041

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

Golden State Wealth Management's FIVE Position: Q1 2026 in Review

Golden State Wealth Management reduced its Five Below (FIVE) stake by 18% in Q1 2026, selling an estimated $3.14K and leaving 67 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Golden State Wealth Management first reported a position in FIVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.4K in Q4 2025. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Golden State Wealth Management held 67 shares of Five Below worth $15.3K as of Q1 2026.
  • Golden State Wealth Management sold 15 Five Below shares in Q1 2026, an estimated $3.14K.
  • Five Below made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #983 holding.
  • Golden State Wealth Management first reported a position in Five Below in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Five Below position peaked at $15.4K in Q4 2025.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.