KF
FIVE icon

Krilogy Financial’s Five Below FIVE Stock Holding History

Krilogy Financial’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 		$1.22M Buy
5,407
+671
+14% +$140K 0.04% 315
2025
Q4 		$893K Buy
4,736
+1,510
+47% +$245K 0.03% 375
2025
Q3 		$503K Buy
+3,226
New +$456K 0.02% 524
2018
Q1 		– Sell
-2
Closed – – 782
2017
Q4 		$0 Hold
2
– – ﹤0.01% 788
2017
Q3 		$0 Buy
+2
New +$98 ﹤0.01% 816

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Krilogy Financial's FIVE Position: Q1 2026 in Review

Krilogy Financial increased its Five Below (FIVE) stake by 14% in Q1 2026, buying an estimated $140K and bringing the position to 5,407 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #315.

Krilogy Financial first reported a position in FIVE in Q3 2017 and has held it in 5 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Krilogy Financial held 5,407 shares of Five Below worth $1.22M as of Q1 2026.
  • Krilogy Financial bought 671 Five Below shares in Q1 2026, an estimated $140K.
  • Five Below made up 0.04% of Krilogy Financial's portfolio in Q1 2026, its #315 holding.
  • Krilogy Financial first reported a position in Five Below in Q3 2017 and has held it in 5 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.