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NFJ Investment Group’s Five Below FIVE Stock Holding History

NFJ Investment Group’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
2025
Q2 		– Sell
-62,384
Closed -$4.67M – 284
2025
Q1 		$4.67M Buy
62,384
+8,583
+16% +$754K 0.16% 136
2024
Q4 		$5.65M Buy
+53,801
New +$5.15M 0.18% 132

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NFJ Investment Group's FIVE Position: Q2 2025 in Review

NFJ Investment Group sold out of Five Below (FIVE) in Q2 2025, closing a stake of 62,384 shares — an estimated $4.67M sold.

NFJ Investment Group first reported a position in FIVE in Q4 2024 and held it in 2 quarters. The position peaked at $5.65M in Q4 2024. 460 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

  • NFJ Investment Group reported no remaining Five Below position as of Q2 2025 after selling out during the quarter.
  • NFJ Investment Group sold 62,384 Five Below shares in Q2 2025, an estimated $4.67M.
  • NFJ Investment Group first reported a position in Five Below in Q4 2024 and held it in 2 quarters.
  • NFJ Investment Group's Five Below position peaked at $5.65M in Q4 2024.
  • 460 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on NFJ Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.