Pinnacle Associates
FIVE icon

Pinnacle Associates’s Five Below FIVE Stock Holding History

Pinnacle Associates’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 		$223K Buy
+1,015
New +$228K ﹤0.01% 893
2026
Q2 		– Sell
-1,281
Closed -$293K – 981
2026
Q1 		$293K Hold
1,281
– – ﹤0.01% 808
2025
Q4 		$241K Buy
+1,281
New +$208K ﹤0.01% 852

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Riverbridge Partners
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pacifica Capital Investments
Pacifica Capital Investments Leander, Texas $282M AUM 5.46% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Pinnacle Associates's FIVE Position: Q3 2026 in Review

Pinnacle Associates opened a new position in Five Below (FIVE) in Q3 2026: 1,015 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in FIVE as recently as Q1 2026.

Pinnacle Associates first reported a position in FIVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q1 2026. 295 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Pinnacle Associates held 1,015 shares of Five Below worth $223K as of Q3 2026.
  • Five Below was a new Pinnacle Associates position in Q3 2026.
  • Five Below made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #893 holding.
  • Pinnacle Associates first reported a position in Five Below in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Associates's Five Below position peaked at $293K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.