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Petra Financial Advisors’s Five Below FIVE Stock Holding History

Petra Financial Advisors’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 		– Sell
-2,715
Closed -$620K – 173
2026
Q1 		$620K Buy
+2,715
New +$568K 0.38% 71

Other funds holding FIVE

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Petra Financial Advisors's FIVE Position: Q2 2026 in Review

Petra Financial Advisors sold out of Five Below (FIVE) in Q2 2026, closing a stake of 2,715 shares — an estimated $620K sold.

Petra Financial Advisors first reported a position in FIVE in Q1 2026 and held it in 1 quarter. The position peaked at $620K in Q1 2026. 176 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Petra Financial Advisors reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 2,715 Five Below shares in Q2 2026, an estimated $620K.
  • Petra Financial Advisors first reported a position in Five Below in Q1 2026 and held it in 1 quarter.
  • Petra Financial Advisors's Five Below position peaked at $620K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.