LPL Financial
FIVE icon

LPL Financial’s Five Below FIVE Stock Holding History

LPL Financial’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 		$3.4M Buy
14,885
+2,178
+17% +$456K ﹤0.01% 2988
2025
Q4 		$2.39M Sell
12,707
-48,809
-79% -$7.93M ﹤0.01% 3223
2025
Q3 		$9.52M Sell
61,516
-7,748
-11% -$1.1M ﹤0.01% 1914
2025
Q2 		$9.09M Sell
69,264
-1,962
-3% -$191K ﹤0.01% 1813
2025
Q1 		$5.34M Buy
71,226
+5,000
+8% +$439K ﹤0.01% 2098
2024
Q4 		$6.95M Buy
66,226
+55,462
+515% +$5.31M ﹤0.01% 1807
2024
Q3 		$951K Sell
10,764
-1,814
-14% -$153K ﹤0.01% 3448
2024
Q2 		$1.37M Sell
12,578
-245
-2% -$33.9K ﹤0.01% 2952
2024
Q1 		$2.33M Buy
12,823
+1,866
+17% +$360K ﹤0.01% 2417
2023
Q4 		$2.34M Sell
10,957
-1,206
-10% -$221K ﹤0.01% 2288
2023
Q3 		$1.96M Buy
12,163
+1,511
+14% +$276K ﹤0.01% 2297
2023
Q2 		$2.09M Buy
10,652
+1,049
+11% +$205K ﹤0.01% 2209
2023
Q1 		$1.98M Buy
9,603
+303
+3% +$59.7K ﹤0.01% 2144
2022
Q4 		$1.64M Buy
9,300
+164
+2% +$25.8K ﹤0.01% 2234
2022
Q3 		$1.26M Buy
9,136
+1,748
+24% +$230K ﹤0.01% 2357
2022
Q2 		$838K Sell
7,388
-109
-1% -$15.7K ﹤0.01% 2730
2022
Q1 		$1.19M Buy
7,497
+865
+13% +$144K ﹤0.01% 2464
2021
Q4 		$1.37M Sell
6,632
-2,739
-29% -$539K ﹤0.01% 2394
2021
Q3 		$1.66M Buy
9,371
+2,676
+40% +$533K ﹤0.01% 2198
2021
Q2 		$1.29M Buy
6,695
+840
+14% +$160K ﹤0.01% 2346
2021
Q1 		$1.12M Sell
5,855
-67
-1% -$12.6K ﹤0.01% 2299
2020
Q4 		$1.04M Buy
5,922
+200
+3% +$29.6K ﹤0.01% 2151
2020
Q3 		$727K Sell
5,722
-8
-0.1% -$910 ﹤0.01% 2175
2020
Q2 		$613K Buy
5,730
+609
+12% +$57.1K ﹤0.01% 2207
2020
Q1 		$360K Sell
5,121
-3,804
-43% -$387K ﹤0.01% 2344
2019
Q4 		$1.14M Buy
8,925
+273
+3% +$34.2K ﹤0.01% 1732
2019
Q3 		$1.09M Buy
8,652
+1,083
+14% +$132K ﹤0.01% 1669
2019
Q2 		$908K Buy
7,569
+948
+14% +$125K ﹤0.01% 1798
2019
Q1 		$823K Buy
6,621
+204
+3% +$24.7K ﹤0.01% 1791
2018
Q4 		$657K Sell
6,417
-919
-13% -$102K ﹤0.01% 1827
2018
Q3 		$954K Sell
7,336
-628
-8% -$69.9K ﹤0.01% 1704
2018
Q2 		$778K Sell
7,964
-7,739
-49% -$621K ﹤0.01% 1817
2018
Q1 		$1.15M Sell
15,703
-19,355
-55% -$1.3M ﹤0.01% 1506
2017
Q4 		$2.33M Buy
35,058
+25,922
+284% +$1.56M 0.01% 979
2017
Q3 		$501K Sell
9,136
-7,250
-44% -$355K ﹤0.01% 1948
2017
Q2 		$809K Buy
16,386
+11,658
+247% +$574K ﹤0.01% 1521
2017
Q1 		$203K Buy
+4,728
New +$188K ﹤0.01% 2484
2016
Q3 		– Sell
-7,294
Closed -$341K – 2674
2016
Q2 		$341K Buy
7,294
+2,267
+45% +$94.8K ﹤0.01% 1978
2016
Q1 		$204K Buy
+5,027
New +$184K ﹤0.01% 2786
2015
Q1 		– Sell
-23,084
Closed -$943K – 2813
2014
Q4 		$943K Buy
+23,084
New +$934K 0.01% 1342
2014
Q1 		– Sell
-5,137
Closed -$222K – 2666
2013
Q4 		$222K Buy
+5,137
New +$246K ﹤0.01% 2357

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

LPL Financial's FIVE Position: Q1 2026 in Review

LPL Financial increased its Five Below (FIVE) stake by 17% in Q1 2026, buying an estimated $456K and bringing the position to 14,885 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

LPL Financial first reported a position in FIVE in Q4 2013 and has held it in 41 quarters since. The position peaked at $9.52M in Q3 2025. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • LPL Financial held 14,885 shares of Five Below worth $3.4M as of Q1 2026.
  • LPL Financial bought 2,178 Five Below shares in Q1 2026, an estimated $456K.
  • Five Below made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2988 holding.
  • LPL Financial first reported a position in Five Below in Q4 2013 and has held it in 41 quarters since.
  • LPL Financial's Five Below position peaked at $9.52M in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.