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Mattson Financial Services’s Five Below FIVE Stock Holding History

Mattson Financial Services’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 		$604K Buy
2,643
+39
+1% +$8.16K 0.14% 137
2025
Q4 		$490K Buy
2,604
+704
+37% +$114K 0.11% 143
2025
Q3 		$294K Buy
1,900
+360
+23% +$50.9K 0.07% 160
2025
Q2 		$202K Buy
1,540
+6
+0.4% +$584 0.05% 162
2025
Q1 		$115K Buy
1,534
+447
+41% +$39.3K 0.03% 161
2024
Q4 		$96K Sell
1,087
-1,829
-63% -$175K 0.03% 155
2024
Q3 		$318K Sell
2,916
-41
-1% -$3.45K 0.11% 141
2024
Q2 		$322K Buy
+2,957
New +$409K 0.11% 141

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

Mattson Financial Services's FIVE Position: Q1 2026 in Review

Mattson Financial Services increased its Five Below (FIVE) stake by 1.5% in Q1 2026, buying an estimated $8.16K and bringing the position to 2,643 shares worth $604K. The position accounts for 0.14% of the portfolio, ranked #137.

Mattson Financial Services first reported a position in FIVE in Q2 2024 and has held it in 8 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Mattson Financial Services held 2,643 shares of Five Below worth $604K as of Q1 2026.
  • Mattson Financial Services bought 39 Five Below shares in Q1 2026, an estimated $8.16K.
  • Five Below made up 0.14% of Mattson Financial Services's portfolio in Q1 2026, its #137 holding.
  • Mattson Financial Services first reported a position in Five Below in Q2 2024 and has held it in 8 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.