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Pinnacle Wealth Management Advisory Group’s Five Below FIVE Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$292K Buy
1,278
+3
+0.2% +$628 0.02% 416
2025
Q4 		$240K Buy
+1,275
New +$207K 0.02% 457

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

Pinnacle Wealth Management Advisory Group's FIVE Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Five Below (FIVE) stake by 0.24% in Q1 2026, buying an estimated $628 and bringing the position to 1,278 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #416.

Pinnacle Wealth Management Advisory Group first reported a position in FIVE in Q4 2025 and has held it in 2 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,278 shares of Five Below worth $292K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 3 Five Below shares in Q1 2026, an estimated $628.
  • Five Below made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #416 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Five Below in Q4 2025 and has held it in 2 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.