Kaufman Rossin Wealth’s Five Below FIVE Stock Holding History

Kaufman Rossin Wealth’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
2025 Q2	–	Sell	-2,923	Closed	-$219K	–	164
2025 Q1	$219K	Buy	+2,923	New	+$257K	0.16%	128

Other funds holding FIVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kaufman Rossin Wealth's FIVE Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Five Below (FIVE) in Q2 2025, closing a stake of 2,923 shares — an estimated $219K sold.

Kaufman Rossin Wealth first reported a position in FIVE in Q1 2025 and held it in 1 quarter. The position peaked at $219K in Q1 2025. 460 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Five Below position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 2,923 Five Below shares in Q2 2025, an estimated $219K.
Kaufman Rossin Wealth first reported a position in Five Below in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Five Below position peaked at $219K in Q1 2025.
460 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.