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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
Q2 		$12K Hold
67
– – ﹤0.01% 1076
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 $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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

Golden State Wealth Management's FIVE Position: Q2 2026 in Review

Golden State Wealth Management held its Five Below (FIVE) position steady in Q2 2026 at 67 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Golden State Wealth Management first reported a position in FIVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4K in Q4 2025. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Golden State Wealth Management held 67 shares of Five Below worth $12K as of Q2 2026.
  • Golden State Wealth Management left its Five Below share count unchanged in Q2 2026.
  • Five Below made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1076 holding.
  • Golden State Wealth Management first reported a position in Five Below in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Five Below position peaked at $15.4K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.