PWM
FIVE icon

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
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 $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

Perigon Wealth Management's FIVE Position: Q1 2026 in Review

Perigon Wealth Management reduced its Five Below (FIVE) stake by 0.65% in Q1 2026, selling an estimated $1.47K and leaving 1,078 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Perigon Wealth Management first reported a position in FIVE in Q4 2020 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Perigon Wealth Management held 1,078 shares of Five Below worth $246K as of Q1 2026.
  • Perigon Wealth Management sold 7 Five Below shares in Q1 2026, an estimated $1.47K.
  • Five Below made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1103 holding.
  • Perigon Wealth Management first reported a position in Five Below in Q4 2020 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.