Pinnacle Wealth Planning Services’s Five Below FIVE Stock Holding History

Pinnacle Wealth Planning Services’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	$2.7K	Sell	15 -1	-6%	-$215	﹤0.01%	2414
2026 Q1	$3.66K	Sell	16 -387	-96%	-$81K	﹤0.01%	2325
2025 Q4	$75.9K	Buy	+403	New	+$65.5K	0.01%	941
2021 Q2	–	Sell	-1,100	Closed	-$209K	–	365
2021 Q1	$209K	Sell	1,100 -54	-5%	-$10.2K	0.05%	292
2020 Q4	$202K	Buy	+1,154	New	+$171K	0.05%	277
2018 Q4	–	Sell	-1,701	Closed	-$222K	–	162
2018 Q3	$222K	Sell	1,701 -426	-20%	-$47.4K	0.2%	154
2018 Q2	$207K	Sell	2,127 -696	-25%	-$55.9K	0.2%	160
2018 Q1	$207K	Buy	+2,823	New	+$190K	0.21%	159

Other funds holding FIVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's FIVE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Five Below (FIVE) stake by 6.3% in Q2 2026, selling an estimated $215 and leaving 15 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Pinnacle Wealth Planning Services first reported a position in FIVE in Q1 2018 and has held it in 8 quarters since. The position peaked at $222K in Q3 2018. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Pinnacle Wealth Planning Services held 15 shares of Five Below worth $2.7K as of Q2 2026.
Pinnacle Wealth Planning Services sold 1 Five Below share in Q2 2026, an estimated $215.
Five Below made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2414 holding.
Pinnacle Wealth Planning Services first reported a position in Five Below in Q1 2018 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Five Below position peaked at $222K in Q3 2018.
611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.