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Northwest & Ethical Investments’s Five Below FIVE Stock Holding History

Northwest & Ethical Investments’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
Q1 		$763K Buy
3,264
+198
+6% +$41.4K 0.02% 342
2025
Q4 		$578K Sell
3,066
-334
-10% -$54.3K 0.01% 385
2025
Q3 		$528K Buy
3,400
+1,000
+42% +$141K 0.01% 397
2025
Q2 		$313K Sell
2,400
-1,310
-35% -$128K 0.01% 429
2025
Q1 		$278K Buy
+3,710
New +$326K 0.01% 431

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Northwest & Ethical Investments's FIVE Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Five Below (FIVE) stake by 6.5% in Q1 2026, buying an estimated $41.4K and bringing the position to 3,264 shares worth $763K. The position accounts for 0.02% of the portfolio, ranked #342.

Northwest & Ethical Investments first reported a position in FIVE in Q1 2025 and has held it in 5 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Northwest & Ethical Investments held 3,264 shares of Five Below worth $763K as of Q1 2026.
  • Northwest & Ethical Investments bought 198 Five Below shares in Q1 2026, an estimated $41.4K.
  • Five Below made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #342 holding.
  • Northwest & Ethical Investments first reported a position in Five Below in Q1 2025 and has held it in 5 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.