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FIVE icon

MOTCO’s Five Below FIVE Stock Holding History

MOTCO’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
Q2 		$360 Buy
+2
New +$431 ﹤0.01% 735
2023
Q3 		– Sell
-4
Closed -$786 – 880
2023
Q2 		$786 Buy
+4
New +$782 ﹤0.01% 798

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MOTCO's FIVE Position: Q2 2026 in Review

MOTCO opened a new position in Five Below (FIVE) in Q2 2026: 2 shares worth $360. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: MOTCO previously reported a position in FIVE as recently as Q2 2023.

MOTCO first reported a position in FIVE in Q2 2023 and has held it in 2 quarters since. The position peaked at $786 in Q2 2023. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • MOTCO held 2 shares of Five Below worth $360 as of Q2 2026.
  • Five Below was a new MOTCO position in Q2 2026.
  • Five Below made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #735 holding.
  • MOTCO first reported a position in Five Below in Q2 2023 and has held it in 2 quarters since.
  • MOTCO's Five Below position peaked at $786 in Q2 2023.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.