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Independent Financial Group’s Five Below FIVE Stock Holding History

Independent Financial Group’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 		$592K Buy
+3,292
New +$709K 0.01% 918

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

Independent Financial Group's FIVE Position: Q2 2026 in Review

Independent Financial Group opened a new position in Five Below (FIVE) in Q2 2026: 3,292 shares worth $592K. The stake represents 0.01% of the portfolio and ranks #918 among its holdings.

610 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Independent Financial Group held 3,292 shares of Five Below worth $592K as of Q2 2026.
  • Five Below was a new Independent Financial Group position in Q2 2026.
  • Five Below made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #918 holding.
  • 610 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.