Prestige Wealth Management Group’s Five Below FIVE Stock Holding History

Prestige Wealth Management 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
2025 Q3	–	Sell	-300	Closed	-$39.4K	–	1009
2025 Q2	$39.4K	Sell	300 -225	-43%	-$21.9K	0.01%	284
2025 Q1	$39.3K	Hold	525	–	–	0.01%	277
2024 Q4	$55.1K	Sell	525 -5,383	-91%	-$515K	0.01%	247
2024 Q3	$522K	Buy	+5,908	New	+$498K	0.11%	96
2024 Q2	–	Sell	-2	Closed	-$363	–	1010
2024 Q1	$363	Hold	2	–	–	﹤0.01%	978
2023 Q4	$427	Buy	+2	New	+$367	﹤0.01%	969
2023 Q1	–	Sell	-19	Closed	-$3.36K	–	1097
2022 Q4	$3.36K	Buy	+19	New	+$2.99K	﹤0.01%	718
2019 Q1	–	Sell	-4	Closed	–	–	731
2018 Q4	$0	Buy	+4	New	+$442	﹤0.01%	1261

Other funds holding FIVE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prestige Wealth Management Group's FIVE Position: Q3 2025 in Review

Prestige Wealth Management Group sold out of Five Below (FIVE) in Q3 2025, closing a stake of 300 shares — an estimated $39.4K sold.

Prestige Wealth Management Group first reported a position in FIVE in Q4 2018 and held it in 8 quarters. The position peaked at $522K in Q3 2024. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

Prestige Wealth Management Group reported no remaining Five Below position as of Q3 2025 after selling out during the quarter.
Prestige Wealth Management Group sold 300 Five Below shares in Q3 2025, an estimated $39.4K.
Prestige Wealth Management Group first reported a position in Five Below in Q4 2018 and held it in 8 quarters.
Prestige Wealth Management Group's Five Below position peaked at $522K in Q3 2024.
502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on Prestige Wealth Management Group's 13F filing for Q3 2025, filed 10 Nov 2025.