KB
FIVE icon

Kimelman & Baird’s Five Below FIVE Stock Holding History

Kimelman & Baird’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
Q4 		– Sell
-3
Closed -$465 – 276
2025
Q3 		$465 Hold
3
– – ﹤0.01% 295
2025
Q2 		$394 Hold
3
– – ﹤0.01% 326
2025
Q1 		$225 Hold
3
– – ﹤0.01% 339
2024
Q4 		$315 Hold
3
– – ﹤0.01% 342
2024
Q3 		$266 Hold
3
– – ﹤0.01% 353
2024
Q2 		$327 Buy
+3
New +$415 ﹤0.01% 356

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kimelman & Baird's FIVE Position: Q4 2025 in Review

Kimelman & Baird sold out of Five Below (FIVE) in Q4 2025, closing a stake of 3 shares — an estimated $465 sold.

Kimelman & Baird first reported a position in FIVE in Q2 2024 and held it in 6 quarters. The position peaked at $465 in Q3 2025. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • Kimelman & Baird reported no remaining Five Below position as of Q4 2025 after selling out during the quarter.
  • Kimelman & Baird sold 3 Five Below shares in Q4 2025, an estimated $465.
  • Kimelman & Baird first reported a position in Five Below in Q2 2024 and held it in 6 quarters.
  • Kimelman & Baird's Five Below position peaked at $465 in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.