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 $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.