New York Life Investment Management’s Five Below FIVE Stock Holding History

New York Life Investment 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 Q2	$1.29M	Buy	7,188 +240	+3%	+$51.7K	0.01%	640
2026 Q1	$1.59M	Buy	6,948 +1,939	+39%	+$406K	0.01%	585
2025 Q4	$943K	Sell	5,009 -511	-9%	-$83.1K	0.01%	622
2025 Q3	$854K	Buy	+5,520	New	+$781K	0.01%	689
2024 Q4	–	Sell	-6,288	Closed	-$556K	–	842
2024 Q3	$556K	Sell	6,288 -360	-5%	-$30.3K	0.01%	802
2024 Q2	$724K	Buy	+6,648	New	+$921K	0.01%	753

Other funds holding FIVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New York Life Investment Management's FIVE Position: Q2 2026 in Review

New York Life Investment Management increased its Five Below (FIVE) stake by 3.5% in Q2 2026, buying an estimated $51.7K and bringing the position to 7,188 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #640.

New York Life Investment Management first reported a position in FIVE in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q1 2026. 375 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

New York Life Investment Management held 7,188 shares of Five Below worth $1.29M as of Q2 2026.
New York Life Investment Management bought 240 Five Below shares in Q2 2026, an estimated $51.7K.
Five Below made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #640 holding.
New York Life Investment Management first reported a position in Five Below in Q2 2024 and has held it in 6 quarters since.
New York Life Investment Management's Five Below position peaked at $1.59M in Q1 2026.
375 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.