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Halbert Hargrove Global Advisors’s Five Below FIVE Stock Holding History

Halbert Hargrove Global 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 		$223 Buy
+1
New +$215 ﹤0.01% 640
2025
Q2 		– Sell
-1
Closed -$54 – 436
2025
Q1 		$54 Buy
+1
New +$88 ﹤0.01% 656

Other funds holding FIVE

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Halbert Hargrove Global Advisors's FIVE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Five Below (FIVE) in Q2 2026: 1 share worth $223. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in FIVE as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in FIVE in Q1 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1 share of Five Below worth $223 as of Q2 2026.
  • Five Below was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Five Below made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #640 holding.
  • Halbert Hargrove Global Advisors first reported a position in Five Below in Q1 2025 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.