Physician Wealth Advisors’s Five Below FIVE Stock Holding History

Physician Wealth 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	$1.08K	Buy	6 +3	+100%	+$646	﹤0.01%	1801
2026 Q1	$686	Hold	3	–	–	﹤0.01%	1815
2025 Q4	$566	Hold	3	–	–	﹤0.01%	1818
2025 Q3	$465	Buy	+3	New	+$424	﹤0.01%	1840

Other funds holding FIVE

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Physician Wealth Advisors's FIVE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Five Below (FIVE) stake by 100% in Q2 2026, buying an estimated $646 and bringing the position to 6 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Physician Wealth Advisors first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Physician Wealth Advisors held 6 shares of Five Below worth $1.08K as of Q2 2026.
Physician Wealth Advisors bought 3 Five Below shares in Q2 2026, an estimated $646.
Five Below made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1801 holding.
Physician Wealth Advisors first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.