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Perigon Wealth Management’s Five Below FIVE Stock Holding History

Perigon Wealth 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 		$224K Buy
1,245
+167
+15% +$36K ﹤0.01% 1305
2026
Q1 		$246K Sell
1,078
-7
-0.6% -$1.47K ﹤0.01% 1103
2025
Q4 		$204K Buy
+1,085
New +$176K ﹤0.01% 1244
2021
Q1 		– Sell
-121
Closed -$21K – 680
2020
Q4 		$21K Buy
+121
New +$17.9K ﹤0.01% 1023

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

Perigon Wealth Management's FIVE Position: Q2 2026 in Review

Perigon Wealth Management increased its Five Below (FIVE) stake by 15% in Q2 2026, buying an estimated $36K and bringing the position to 1,245 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Perigon Wealth Management first reported a position in FIVE in Q4 2020 and has held it in 4 quarters since. The position peaked at $246K in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Perigon Wealth Management held 1,245 shares of Five Below worth $224K as of Q2 2026.
  • Perigon Wealth Management bought 167 Five Below shares in Q2 2026, an estimated $36K.
  • Five Below made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1305 holding.
  • Perigon Wealth Management first reported a position in Five Below in Q4 2020 and has held it in 4 quarters since.
  • Perigon Wealth Management's Five Below position peaked at $246K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.