JWA
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JFS Wealth Advisors’s Five Below FIVE Stock Holding History

JFS Wealth Advisors’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 		$7.91K Buy
44
+1
+2% +$215 ﹤0.01% 1112
2026
Q1 		$9.82K Buy
43
+4
+10% +$837 ﹤0.01% 959
2025
Q4 		$7.35K Buy
39
+16
+70% +$2.6K ﹤0.01% 1094
2025
Q3 		$3.56K Buy
23
+18
+360% +$2.55K ﹤0.01% 1246
2025
Q2 		$656 Buy
+5
New +$487 ﹤0.01% 1646
2025
Q1 		– Sell
-2
Closed -$210 – 1955
2024
Q4 		$210 Hold
2
– – ﹤0.01% 1846
2024
Q3 		$177 Sell
2
-19
-90% -$1.6K ﹤0.01% 1876
2024
Q2 		$2.29K Sell
21
-12
-36% -$1.66K ﹤0.01% 1385
2024
Q1 		$5.99K Sell
33
-1
-3% -$193 ﹤0.01% 1038
2023
Q4 		$7.25K Buy
34
+1
+3% +$184 ﹤0.01% 903
2023
Q3 		$5.31K Hold
33
– – ﹤0.01% 972
2023
Q2 		$6.49K Sell
33
-5
-13% -$977 ﹤0.01% 893
2023
Q1 		$7.83K Buy
38
+4
+12% +$788 ﹤0.01% 804
2022
Q4 		$6.01K Buy
34
+1
+3% +$157 ﹤0.01% 923
2022
Q3 		$5K Buy
33
+22
+200% +$2.89K ﹤0.01% 978
2022
Q2 		$1K Sell
11
-9
-45% -$1.29K ﹤0.01% 1522
2022
Q1 		$3K Buy
20
+11
+122% +$1.83K ﹤0.01% 1240
2021
Q4 		$2K Buy
+9
New +$1.77K ﹤0.01% 1074

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

JFS Wealth Advisors's FIVE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Five Below (FIVE) stake by 2.3% in Q2 2026, buying an estimated $215 and bringing the position to 44 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

JFS Wealth Advisors first reported a position in FIVE in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.82K in Q1 2026. 610 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • JFS Wealth Advisors held 44 shares of Five Below worth $7.91K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Five Below share in Q2 2026, an estimated $215.
  • Five Below made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1112 holding.
  • JFS Wealth Advisors first reported a position in Five Below in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Five Below position peaked at $9.82K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.