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HFM Investment Advisors’s Five Below FIVE Stock Holding History

HFM Investment 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 		$1.62K Buy
9
+5
+125% +$1.08K ﹤0.01% 543
2026
Q1 		$914 Hold
4
– – ﹤0.01% 444
2025
Q4 		$754 Buy
4
+1
+33% +$163 ﹤0.01% 555
2025
Q3 		$464 Hold
3
– – ﹤0.01% 697
2025
Q2 		$394 Buy
+3
New +$292 ﹤0.01% 746

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

HFM Investment Advisors's FIVE Position: Q2 2026 in Review

HFM Investment Advisors increased its Five Below (FIVE) stake by 125% in Q2 2026, buying an estimated $1.08K and bringing the position to 9 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

HFM Investment Advisors first reported a position in FIVE in Q2 2025 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Five Below worth $1.62K as of Q2 2026.
  • HFM Investment Advisors bought 5 Five Below shares in Q2 2026, an estimated $1.08K.
  • Five Below made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #543 holding.
  • HFM Investment Advisors first reported a position in Five Below in Q2 2025 and has held it in 5 quarters since.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.