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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
Q2 		$99.8K Buy
555
+160
+41% +$34.5K ﹤0.01% 1179
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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's FIVE Position: Q2 2026 in Review

Larson Financial Group increased its Five Below (FIVE) stake by 41% in Q2 2026, buying an estimated $34.5K and bringing the position to 555 shares worth $99.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Larson Financial Group first reported a position in FIVE in Q3 2023 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Larson Financial Group held 555 shares of Five Below worth $99.8K as of Q2 2026.
  • Larson Financial Group bought 160 Five Below shares in Q2 2026, an estimated $34.5K.
  • Five Below made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1179 holding.
  • Larson Financial Group first reported a position in Five Below in Q3 2023 and has held it in 7 quarters since.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.