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
2024
Q3 		– Sell
-4,500
Closed -$490K – 5212
2024
Q2 		$490K Buy
+4,500
New +$623K ﹤0.01% 3892

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

LPL Financial's FIVE Position: Q2 2026 in Review

LPL Financial increased its Five Below (FIVE) stake by 68% in Q2 2026, buying an estimated $2.18M and bringing the position to 25,021 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

LPL Financial first reported a position in FIVE in Q4 2013 and has held it in 42 quarters since. The position peaked at $9.52M in Q3 2025. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • LPL Financial held 25,021 shares of Five Below worth $4.5M as of Q2 2026.
  • LPL Financial bought 10,136 Five Below shares in Q2 2026, an estimated $2.18M.
  • Five Below made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2904 holding.
  • LPL Financial first reported a position in Five Below in Q4 2013 and has held it in 42 quarters since.
  • LPL Financial's Five Below position peaked at $9.52M in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.