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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
Q2 		$989K Buy
5,500
+4,109
+295% +$885K 0.01% 975
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 $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

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

Jefferies Financial Group increased its Five Below (FIVE) stake by 295% in Q2 2026, buying an estimated $885K and bringing the position to 5,500 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #975.

Jefferies Financial Group first reported a position in FIVE in Q3 2023 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Jefferies Financial Group held 5,500 shares of Five Below worth $989K as of Q2 2026.
  • Jefferies Financial Group bought 4,109 Five Below shares in Q2 2026, an estimated $885K.
  • Five Below made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #975 holding.
  • Jefferies Financial Group first reported a position in Five Below in Q3 2023 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.