Perigon Wealth Management
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
Q3 		$277K Buy
1,261
+16
+1% +$3.59K ﹤0.01% 1198
2026
Q2 		$224K Buy
1,245
+167
+15% +$36K ﹤0.01% 1305
2026
Q1 		$246K Sell
1,078
-7
-0.6% -$1.46K ﹤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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Perigon Wealth Management's FIVE Position: Q3 2026 in Review

Perigon Wealth Management increased its Five Below (FIVE) stake by 1.3% in Q3 2026, buying an estimated $3.59K and bringing the position to 1,261 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Perigon Wealth Management first reported a position in FIVE in Q4 2020 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Perigon Wealth Management held 1,261 shares of Five Below worth $277K as of Q3 2026.
  • Perigon Wealth Management bought 16 Five Below shares in Q3 2026, an estimated $3.59K.
  • Five Below made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1198 holding.
  • Perigon Wealth Management first reported a position in Five Below in Q4 2020 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.