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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
Q2 		– Sell
-944
Closed -$216K – 444
2026
Q1 		$216K Buy
+944
New +$198K 0.03% 387
2019
Q2 		– Sell
-91
Closed -$11K – 395
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 $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

Legacy Financial Advisors's FIVE Position: Q2 2026 in Review

Legacy Financial Advisors sold out of Five Below (FIVE) in Q2 2026, closing a stake of 944 shares — an estimated $216K sold.

Legacy Financial Advisors first reported a position in FIVE in Q4 2017 and held it in 7 quarters. The position peaked at $216K in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Legacy Financial Advisors reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 944 Five Below shares in Q2 2026, an estimated $216K.
  • Legacy Financial Advisors first reported a position in Five Below in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Five Below position peaked at $216K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.