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Legacy Financial Advisors’s Five Below FIVE Stock Holding History

Legacy Financial Advisors’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 		$216K Buy
+944
New +$198K 0.03% 387
2019
Q2 		– Sell
-91
Closed -$11K – 396
2019
Q1 		$11K Sell
91
-76
-46% -$9.2K ﹤0.01% 595
2018
Q4 		$17K Buy
167
+67
+67% +$7.4K 0.01% 440
2018
Q3 		$13K Sell
100
-26
-21% -$2.89K ﹤0.01% 454
2018
Q2 		$13K Sell
126
-12
-9% -$964 ﹤0.01% 455
2018
Q1 		$10K Buy
138
+37
+37% +$2.49K ﹤0.01% 470
2017
Q4 		$6K Buy
+101
New +$6.07K ﹤0.01% 597

Other funds holding FIVE

BlackRock
BlackRock New York $5.7T 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 $121B AUM 33.93% 1-Year Est. Return
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