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 Q3	$380K	Sell	1,732 -40	-2%	-$8.97K	0.06%	121
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pacifica Capital Investments Leander, Texas $282M AUM 5.46% 1-Year Est. Return

Grey Fox Wealth Advisors's FIVE Position: Q3 2026 in Review

Grey Fox Wealth Advisors reduced its Five Below (FIVE) stake by 2.3% in Q3 2026, selling an estimated $8.97K and leaving 1,732 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #121.

Grey Fox Wealth Advisors first reported a position in FIVE in Q4 2022 and has held it in 13 quarters since. The position peaked at $412K in Q4 2023. 323 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

Grey Fox Wealth Advisors held 1,732 shares of Five Below worth $380K as of Q3 2026.
Grey Fox Wealth Advisors sold 40 Five Below shares in Q3 2026, an estimated $8.97K.
Five Below made up 0.06% of Grey Fox Wealth Advisors's portfolio in Q3 2026, its #121 holding.
Grey Fox Wealth Advisors first reported a position in Five Below in Q4 2022 and has held it in 13 quarters since.
Grey Fox Wealth Advisors's Five Below position peaked at $412K in Q4 2023.
323 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.