Grey Fox Wealth Advisors’s Five Below FIVE Stock Holding History

Grey Fox Wealth Advisors’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	$319K	Hold	1,772	–	–	0.05%	133
2026 Q1	$405K	Hold	1,772	–	–	0.08%	102
2025 Q4	$334K	Sell	1,772 -63	-3%	-$10.2K	0.07%	103
2025 Q3	$284K	Hold	1,835	–	–	0.06%	115
2025 Q2	$241K	Buy	+1,835	New	+$179K	0.06%	116
2024 Q3	–	Sell	-1,935	Closed	-$211K	–	138
2024 Q2	$211K	Hold	1,935	–	–	0.07%	122
2024 Q1	$351K	Hold	1,935	–	–	0.13%	88
2023 Q4	$412K	Sell	1,935 -50	-3%	-$9.18K	0.18%	72
2023 Q3	$319K	Hold	1,985	–	–	0.16%	81
2023 Q2	$390K	Hold	1,985	–	–	0.2%	74
2023 Q1	$409K	Hold	1,985	–	–	0.24%	64
2022 Q4	$351K	Buy	+1,985	New	+$312K	0.23%	63

Other funds holding FIVE

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Grey Fox Wealth Advisors's FIVE Position: Q2 2026 in Review

Grey Fox Wealth Advisors held its Five Below (FIVE) position steady in Q2 2026 at 1,772 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #133.

Grey Fox Wealth Advisors first reported a position in FIVE in Q4 2022 and has held it in 12 quarters since. The position peaked at $412K in Q4 2023. 56 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Grey Fox Wealth Advisors held 1,772 shares of Five Below worth $319K as of Q2 2026.
Grey Fox Wealth Advisors left its Five Below share count unchanged in Q2 2026.
Five Below made up 0.05% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Grey Fox Wealth Advisors first reported a position in Five Below in Q4 2022 and has held it in 12 quarters since.
Grey Fox Wealth Advisors's Five Below position peaked at $412K in Q4 2023.
56 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.