MBL Wealth
FIVE icon

MBL Wealth’s Five Below FIVE Stock Holding History

MBL Wealth’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
Q3 		$399K Buy
+1,819
New +$408K 0.02% 365

Other funds holding FIVE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MBL Wealth's FIVE Position: Q3 2026 in Review

MBL Wealth opened a new position in Five Below (FIVE) in Q3 2026: 1,819 shares worth $399K. The stake represents 0.02% of the portfolio and ranks #365 among its holdings.

481 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • MBL Wealth held 1,819 shares of Five Below worth $399K as of Q3 2026.
  • Five Below was a new MBL Wealth position in Q3 2026.
  • Five Below made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #365 holding.
  • 481 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.