LFG
FIVE icon

Larson Financial Group’s Five Below FIVE Stock Holding History

Larson Financial Group’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 		$90.3K Buy
395
+257
+186% +$53.8K ﹤0.01% 1039
2025
Q4 		$26K Buy
138
+40
+41% +$6.5K ﹤0.01% 1572
2025
Q3 		$15.2K Buy
98
+35
+56% +$4.95K ﹤0.01% 1796
2025
Q2 		$8.26K Sell
63
-139
-69% -$13.5K ﹤0.01% 1903
2025
Q1 		$15.1K Buy
+202
New +$17.8K ﹤0.01% 1468
2023
Q4 		– Sell
-16
Closed -$2.57K – 1837
2023
Q3 		$2.57K Buy
+16
New +$2.92K ﹤0.01% 1308

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

Larson Financial Group's FIVE Position: Q1 2026 in Review

Larson Financial Group increased its Five Below (FIVE) stake by 186% in Q1 2026, buying an estimated $53.8K and bringing the position to 395 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Larson Financial Group first reported a position in FIVE in Q3 2023 and has held it in 6 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Larson Financial Group held 395 shares of Five Below worth $90.3K as of Q1 2026.
  • Larson Financial Group bought 257 Five Below shares in Q1 2026, an estimated $53.8K.
  • Five Below made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1039 holding.
  • Larson Financial Group first reported a position in Five Below in Q3 2023 and has held it in 6 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.