Lido Advisors’s Five Below FIVE Stock Holding History

Lido 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	$816K	Buy	3,570 +1,011	+40%	+$212K	﹤0.01%	1062
2025 Q4	$399K	Buy	2,559 +68	+3%	+$11.1K	﹤0.01%	1406
2025 Q3	$385K	Buy	+2,491	New	+$352K	﹤0.01%	1352

Other funds holding FIVE

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Lido Advisors's FIVE Position: Q1 2026 in Review

Lido Advisors increased its Five Below (FIVE) stake by 40% in Q1 2026, buying an estimated $212K and bringing the position to 3,570 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Lido Advisors first reported a position in FIVE in Q3 2025 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

Lido Advisors held 3,570 shares of Five Below worth $816K as of Q1 2026.
Lido Advisors bought 1,011 Five Below shares in Q1 2026, an estimated $212K.
Five Below made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1062 holding.
Lido Advisors first reported a position in Five Below in Q3 2025 and has held it in 3 quarters since.
628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.