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McClarren Financial Advisors’s Five Below FIVE Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-1
Closed – – 161
2025
Q1 		$0 Buy
+1
New +$88 ﹤0.01% 307
2024
Q4 		– Sell
-1
Closed – – 245
2024
Q3 		$0 Sell
1
-107
-99% -$9.01K ﹤0.01% 274
2024
Q2 		$0 Buy
108
+107
+10,700% +$14.8K ﹤0.01% 332
2024
Q1 		$1K Hold
1
– – ﹤0.01% 311
2023
Q4 		$0 Hold
1
– – ﹤0.01% 394
2023
Q3 		$0 Hold
1
– – ﹤0.01% 351
2023
Q2 		$0 Hold
1
– – ﹤0.01% 383
2023
Q1 		$0 Hold
1
– – ﹤0.01% 380
2022
Q4 		$0 Buy
+1
New +$157 ﹤0.01% 385

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

McClarren Financial Advisors's FIVE Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Five Below (FIVE) in Q2 2025, closing a stake of 1 share.

McClarren Financial Advisors first reported a position in FIVE in Q4 2022 and held it in 9 quarters. The position peaked at $1K in Q1 2024. 460 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Five Below position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1 Five Below share in Q2 2025.
  • McClarren Financial Advisors first reported a position in Five Below in Q4 2022 and held it in 9 quarters.
  • McClarren Financial Advisors's Five Below position peaked at $1K in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.