OF
FIVE icon

Optimize Financial’s Five Below FIVE Stock Holding History

Optimize Financial’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 		$677K Sell
2,965
-983
-25% -$206K 0.33% 40
2025
Q4 		$744K Buy
3,948
+56
+1% +$9.1K 0.37% 60
2025
Q3 		$602K Sell
3,892
-4,360
-53% -$617K 0.31% 62
2025
Q2 		$1.08M Sell
8,252
-58
-0.7% -$5.65K 0.66% 47
2025
Q1 		$623K Buy
8,310
+1,898
+30% +$167K 0.45% 78
2024
Q4 		$673K Buy
+6,412
New +$613K 0.5% 51

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

Optimize Financial's FIVE Position: Q1 2026 in Review

Optimize Financial reduced its Five Below (FIVE) stake by 25% in Q1 2026, selling an estimated $206K and leaving 2,965 shares worth $677K. The position accounts for 0.33% of the portfolio, ranked #40.

Optimize Financial first reported a position in FIVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2025. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Optimize Financial held 2,965 shares of Five Below worth $677K as of Q1 2026.
  • Optimize Financial sold 983 Five Below shares in Q1 2026, an estimated $206K.
  • Five Below made up 0.33% of Optimize Financial's portfolio in Q1 2026, its #40 holding.
  • Optimize Financial first reported a position in Five Below in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Five Below position peaked at $1.08M in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.