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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

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

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. 611 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.
  • 611 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.