JWA
FIVE icon

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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return