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Jefferies Financial Group’s Five Below FIVE Stock Holding History

Jefferies 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
Q1 		$318K Buy
+1,391
New +$291K ﹤0.01% 1364
2023
Q4 		– Sell
-3,361
Closed -$541K – 1793
2023
Q3 		$541K Buy
+3,361
New +$614K ﹤0.01% 1037

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Jefferies Financial Group's FIVE Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Five Below (FIVE) in Q1 2026: 1,391 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in FIVE as recently as Q3 2023.

Jefferies Financial Group first reported a position in FIVE in Q3 2023 and has held it in 2 quarters since. The position peaked at $541K in Q3 2023. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Jefferies Financial Group held 1,391 shares of Five Below worth $318K as of Q1 2026.
  • Five Below was a new Jefferies Financial Group position in Q1 2026.
  • Five Below made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1364 holding.
  • Jefferies Financial Group first reported a position in Five Below in Q3 2023 and has held it in 2 quarters since.
  • Jefferies Financial Group's Five Below position peaked at $541K in Q3 2023.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.