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 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 $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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Pinnacle Wealth Planning Services's FIVE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Five Below (FIVE) stake by 96% in Q1 2026, selling an estimated $81K and leaving 16 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Pinnacle Wealth Planning Services first reported a position in FIVE in Q1 2018 and has held it in 7 quarters since. The position peaked at $222K in Q3 2018. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

Pinnacle Wealth Planning Services held 16 shares of Five Below worth $3.66K as of Q1 2026.
Pinnacle Wealth Planning Services sold 387 Five Below shares in Q1 2026, an estimated $81K.
Five Below made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2325 holding.
Pinnacle Wealth Planning Services first reported a position in Five Below in Q1 2018 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Five Below position peaked at $222K in Q3 2018.
628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.