IFWM
FIVE icon

Institute for Wealth Management’s Five Below FIVE Stock Holding History

Institute for 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 		$360 Buy
+2
New +$431 ﹤0.01% 1714

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's FIVE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Five Below (FIVE) in Q2 2026: 2 shares worth $360. The stake represents ﹤0.01% of the portfolio and ranks #1714 among its holdings.

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

  • Institute for Wealth Management held 2 shares of Five Below worth $360 as of Q2 2026.
  • Five Below was a new Institute for Wealth Management position in Q2 2026.
  • Five Below made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1714 holding.
  • 279 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.