MCM
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Monument Capital Management’s Five Below FIVE Stock Holding History

Monument Capital Management’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 		$2.58M Buy
+11,755
New +$2.64M 0.54% 68

Other funds holding FIVE

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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Monument Capital Management's FIVE Position: Q3 2026 in Review

Monument Capital Management opened a new position in Five Below (FIVE) in Q3 2026: 11,755 shares worth $2.58M. The stake represents 0.54% of the portfolio and ranks #68 among its holdings.

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

  • Monument Capital Management held 11,755 shares of Five Below worth $2.58M as of Q3 2026.
  • Five Below was a new Monument Capital Management position in Q3 2026.
  • Five Below made up 0.54% of Monument Capital Management's portfolio in Q3 2026, its #68 holding.
  • 16 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.