IFP Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $238K | Buy |
1,042
+528
| +103% | +$110K | ﹤0.01% | 1297 |
|
|
2025
Q4 | $96.8K | Buy |
514
+290
| +129% | +$47.1K | ﹤0.01% | 1814 |
|
|
2025
Q3 | $34.7K | Buy |
224
+28
| +14% | +$3.96K | ﹤0.01% | 2269 |
|
|
2025
Q2 | $27K | Buy |
196
+170
| +654% | +$16.6K | ﹤0.01% | 2382 |
|
|
2025
Q1 | $1.95K | Sell |
26
-343
| -93% | -$30.1K | ﹤0.01% | 3154 |
|
|
2024
Q4 | $38.7K | Sell |
369
-92
| -20% | -$8.8K | ﹤0.01% | 1944 |
|
|
2024
Q3 | $40.7K | Buy |
461
+433
| +1,546% | +$36.5K | ﹤0.01% | 1826 |
|
|
2024
Q2 | $3.05K | Sell |
28
-30
| -52% | -$4.15K | ﹤0.01% | 2718 |
|
|
2024
Q1 | $10.5K | Sell |
58
-2
| -3% | -$385 | ﹤0.01% | 2214 |
|
|
2023
Q4 | $12.8K | Sell |
60
-1
| -2% | -$184 | ﹤0.01% | 2095 |
|
|
2023
Q3 | $9.82K | Sell |
61
-378
| -86% | -$69.1K | ﹤0.01% | 2258 |
|
|
2023
Q2 | $86.3K | Buy |
439
+7
| +2% | +$1.37K | ﹤0.01% | 1377 |
|
|
2023
Q1 | $30.8K | Buy |
432
+238
| +123% | +$46.9K | ﹤0.01% | 1815 |
|
|
2022
Q4 | $17K | Sell |
194
-52
| -21% | -$8.18K | ﹤0.01% | 3021 |
|
|
2022
Q3 | $19K | Buy |
246
+95
| +63% | +$12.5K | ﹤0.01% | 3127 |
|
|
2022
Q2 | $12K | Hold |
151
| – | – | ﹤0.01% | 3248 |
|
|
2022
Q1 | $12K | Sell |
151
-164
| -52% | -$27.4K | ﹤0.01% | 3248 |
|
|
2021
Q4 | $64K | Sell |
315
-355
| -53% | -$69.8K | ﹤0.01% | 1465 |
|
|
2021
Q3 | $118K | Buy |
670
+448
| +202% | +$89.2K | ﹤0.01% | 1211 |
|
|
2021
Q2 | $44K | Sell |
222
-720
| -76% | -$138K | ﹤0.01% | 1582 |
|
|
2021
Q1 | $184K | Sell |
942
-207
| -18% | -$39K | ﹤0.01% | 876 |
|
|
2020
Q4 | $200K | Buy |
1,149
+513
| +81% | +$76K | 0.01% | 801 |
|
|
2020
Q3 | $81K | Buy |
+636
| New | +$72.4K | ﹤0.01% | 1086 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$10.2K | – | 2840 |
|
|
2019
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 1794 |
|
|
2019
Q3 | $13K | Buy |
+100
| New | +$12.1K | ﹤0.01% | 1949 |
|
|
2019
Q1 | $5K | Sell |
41
-632
| -94% | -$76.5K | ﹤0.01% | 1851 |
|
|
2018
Q4 | $67K | Sell |
673
-95
| -12% | -$10.5K | ﹤0.01% | 1423 |
|
|
2018
Q3 | $100K | Buy |
768
+216
| +39% | +$24K | ﹤0.01% | 1472 |
|
|
2018
Q2 | $54K | Sell |
552
-414
| -43% | -$33.2K | ﹤0.01% | 1870 |
|
|
2018
Q1 | $64K | Hold |
966
| – | – | ﹤0.01% | 1659 |
|
|
2017
Q4 | $64K | Sell |
966
-49
| -5% | -$2.94K | ﹤0.01% | 1675 |
|
|
2017
Q3 | $56K | Buy |
1,015
+878
| +641% | +$43K | ﹤0.01% | 1928 |
|
|
2017
Q2 | $7K | Buy |
137
+54
| +65% | +$2.66K | ﹤0.01% | 3221 |
|
|
2017
Q1 | $4K | Sell |
83
-137
| -62% | -$5.45K | ﹤0.01% | 3403 |
|
|
2016
Q4 | $9K | Hold |
220
| – | – | ﹤0.01% | 2963 |
|
|
2016
Q3 | $9K | Sell |
220
-309
| -58% | -$14.3K | ﹤0.01% | 2888 |
|
|
2016
Q2 | $25K | Buy |
529
+488
| +1,190% | +$20.4K | ﹤0.01% | 2195 |
|
|
2016
Q1 | $5K | Sell |
41
-248
| -86% | -$9.06K | ﹤0.01% | 1850 |
|
|
2015
Q4 | $9K | Buy |
+289
| New | +$9.26K | ﹤0.01% | 2631 |
|
Other funds holding FIVE
VCM
VPM
IFP Advisors's FIVE Position: Q1 2026 in Review
IFP Advisors increased its Five Below (FIVE) stake by 103% in Q1 2026, buying an estimated $110K and bringing the position to 1,042 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.
IFP Advisors first reported a position in FIVE in Q4 2015 and has held it in 39 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.
- IFP Advisors held 1,042 shares of Five Below worth $238K as of Q1 2026.
- IFP Advisors bought 528 Five Below shares in Q1 2026, an estimated $110K.
- Five Below made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1297 holding.
- IFP Advisors first reported a position in Five Below in Q4 2015 and has held it in 39 quarters since.
- 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.