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HB Wealth Management’s Five Below FIVE Stock Holding History

HB 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 		$919K Sell
5,110
-67
-1% -$14.4K 0.01% 783
2026
Q1 		$1.18M Buy
5,177
+1,566
+43% +$328K 0.01% 602
2025
Q4 		$680K Buy
3,611
+575
+19% +$93.5K ﹤0.01% 761
2025
Q3 		$470K Buy
3,036
+239
+9% +$33.8K ﹤0.01% 889
2025
Q2 		$367K Buy
+2,797
New +$272K ﹤0.01% 863
2025
Q1 		– Sell
-2,295
Closed -$241K – 1240
2024
Q4 		$241K Buy
+2,295
New +$220K ﹤0.01% 906

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 $3.38T AUM 44.17% 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

HB Wealth Management's FIVE Position: Q2 2026 in Review

HB Wealth Management reduced its Five Below (FIVE) stake by 1.3% in Q2 2026, selling an estimated $14.4K and leaving 5,110 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #783.

HB Wealth Management first reported a position in FIVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • HB Wealth Management held 5,110 shares of Five Below worth $919K as of Q2 2026.
  • HB Wealth Management sold 67 Five Below shares in Q2 2026, an estimated $14.4K.
  • Five Below made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #783 holding.
  • HB Wealth Management first reported a position in Five Below in Q4 2024 and has held it in 6 quarters since.
  • HB Wealth Management's Five Below position peaked at $1.18M in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.