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Key Financial Inc’s Five Below FIVE Stock Holding History

Key Financial Inc’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 		– Sell
-1
Closed -$188 – 1415
2025
Q4 		$188 Hold
1
– – ﹤0.01% 1386
2025
Q3 		$155 Buy
+1
New +$141 ﹤0.01% 1409
2024
Q4 		– Sell
-29
Closed -$2.56K – 1390
2024
Q3 		$2.56K Hold
29
– – ﹤0.01% 1082
2024
Q2 		$3.16K Hold
29
– – ﹤0.01% 1051
2024
Q1 		$5.26K Hold
29
– – ﹤0.01% 926
2023
Q4 		$6.18K Hold
29
– – ﹤0.01% 860
2023
Q3 		$4.67K Hold
29
– – ﹤0.01% 932
2023
Q2 		$5.7K Buy
+29
New +$5.67K ﹤0.01% 884

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Key Financial Inc's FIVE Position: Q1 2026 in Review

Key Financial Inc sold out of Five Below (FIVE) in Q1 2026, closing a stake of 1 share — an estimated $188 sold.

Key Financial Inc first reported a position in FIVE in Q2 2023 and held it in 8 quarters. The position peaked at $6.18K in Q4 2023. 633 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Key Financial Inc reported no remaining Five Below position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 1 Five Below share in Q1 2026, an estimated $188.
  • Key Financial Inc first reported a position in Five Below in Q2 2023 and held it in 8 quarters.
  • Key Financial Inc's Five Below position peaked at $6.18K in Q4 2023.
  • 633 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.