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Principal Securities’s Five Below FIVE Stock Holding History

Principal Securities’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
Q4 		– Sell
-69
Closed -$10.7K – 2095
2025
Q3 		$10.7K Buy
69
+11
+19% +$1.56K ﹤0.01% 2688
2025
Q2 		$7.61K Buy
58
+4
+7% +$390 ﹤0.01% 2731
2025
Q1 		$5.67K Hold
54
– – ﹤0.01% 2729
2024
Q4 		$5.67K Buy
54
+13
+32% +$1.24K ﹤0.01% 2726
2024
Q3 		$3.62K Sell
41
-483
-92% -$40.7K ﹤0.01% 2779
2024
Q2 		$57.1K Buy
524
+120
+30% +$16.6K ﹤0.01% 1564
2024
Q1 		$73.3K Buy
404
+120
+42% +$23.1K ﹤0.01% 1399
2023
Q4 		$60.5K Buy
+284
New +$52.1K ﹤0.01% 1401

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Securities's FIVE Position: Q4 2025 in Review

Principal Securities sold out of Five Below (FIVE) in Q4 2025, closing a stake of 69 shares — an estimated $10.7K sold.

Principal Securities first reported a position in FIVE in Q4 2023 and held it in 8 quarters. The position peaked at $73.3K in Q1 2024. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • Principal Securities reported no remaining Five Below position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 69 Five Below shares in Q4 2025, an estimated $10.7K.
  • Principal Securities first reported a position in Five Below in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Five Below position peaked at $73.3K in Q1 2024.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.