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MJT & Associates Financial Advisory’s Five Below FIVE Stock Holding History

MJT & Associates Financial Advisory’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 		$4.61K Hold
21
– – ﹤0.01% 278
2026
Q2 		$3.78K Buy
21
+1
+5% +$215 ﹤0.01% 314
2026
Q1 		$4.57K Buy
+20
New +$4.18K ﹤0.01% 275

Other funds holding FIVE

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MJT & Associates Financial Advisory's FIVE Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Five Below (FIVE) position steady in Q3 2026 at 21 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

MJT & Associates Financial Advisory first reported a position in FIVE in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • MJT & Associates Financial Advisory held 21 shares of Five Below worth $4.61K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Five Below share count unchanged in Q3 2026.
  • Five Below made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #278 holding.
  • MJT & Associates Financial Advisory first reported a position in Five Below in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.