LRI Investments’s Five Below FIVE Stock Holding History

LRI Investments’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	$14.7K	Buy	82 +4	+5%	+$861	﹤0.01%	854
2026 Q1	$17.8K	Hold	78	–	–	﹤0.01%	723
2025 Q4	$14.7K	Hold	78	–	–	﹤0.01%	774
2025 Q3	$12.1K	Hold	78	–	–	﹤0.01%	830
2025 Q2	$10.2K	Sell	78 -70	-47%	-$6.82K	﹤0.01%	838
2025 Q1	$11.1K	Hold	148	–	–	﹤0.01%	779
2024 Q4	$15.5K	Hold	148	–	–	﹤0.01%	709
2024 Q3	$13K	Sell	148 -64	-30%	-$5.39K	﹤0.01%	727
2024 Q2	$23.1K	Hold	212	–	–	﹤0.01%	582
2024 Q1	$38.5K	Buy	+212	New	+$40.8K	0.01%	297

Other funds holding FIVE

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LRI Investments's FIVE Position: Q2 2026 in Review

LRI Investments increased its Five Below (FIVE) stake by 5.1% in Q2 2026, buying an estimated $861 and bringing the position to 82 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

LRI Investments first reported a position in FIVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.5K in Q1 2024. 77 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

LRI Investments held 82 shares of Five Below worth $14.7K as of Q2 2026.
LRI Investments bought 4 Five Below shares in Q2 2026, an estimated $861.
Five Below made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #854 holding.
LRI Investments first reported a position in Five Below in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Five Below position peaked at $38.5K in Q1 2024.
77 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.