KFI
FIVE icon

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

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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return