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New Age Alpha Advisors’s Five Below FIVE Stock Holding History

New Age Alpha 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
2026
Q2 		$2.15M Sell
11,946
-279
-2% -$60.1K 0.09% 285
2026
Q1 		$2.79M Sell
12,225
-269
-2% -$56.3K 0.13% 232
2025
Q4 		$2.35M Sell
12,494
-34,384
-73% -$5.59M 0.1% 286
2025
Q3 		$7.25M Sell
46,878
-1,202
-3% -$170K 0.3% 75
2025
Q2 		$6.31M Sell
48,080
-1,805
-4% -$176K 0.28% 86
2025
Q1 		$3.74M Buy
+49,885
New +$4.38M 0.17% 187

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

New Age Alpha Advisors's FIVE Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Five Below (FIVE) stake by 2.3% in Q2 2026, selling an estimated $60.1K and leaving 11,946 shares worth $2.15M. The position accounts for 0.09% of the portfolio, ranked #285.

New Age Alpha Advisors first reported a position in FIVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.25M in Q3 2025. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • New Age Alpha Advisors held 11,946 shares of Five Below worth $2.15M as of Q2 2026.
  • New Age Alpha Advisors sold 279 Five Below shares in Q2 2026, an estimated $60.1K.
  • Five Below made up 0.09% of New Age Alpha Advisors's portfolio in Q2 2026, its #285 holding.
  • New Age Alpha Advisors first reported a position in Five Below in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Five Below position peaked at $7.25M in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.