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

Private 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
2026 Q3	$43.7K	Buy	199 +191	+2,388%	+$42.8K	0.01%	264
2026 Q2	$1.44K	Hold	8	–	–	﹤0.01%	1230
2026 Q1	$1.83K	Hold	8	–	–	﹤0.01%	1109
2025 Q4	$1.51K	Hold	8	–	–	﹤0.01%	1169
2025 Q3	$1.24K	Hold	8	–	–	﹤0.01%	1230
2025 Q2	$1.05K	Hold	8	–	–	﹤0.01%	1272
2025 Q1	$600	Hold	8	–	–	﹤0.01%	1366
2024 Q4	$840	Hold	8	–	–	﹤0.01%	1341
2024 Q3	$707	Sell	8 -16	-67%	-$1.35K	﹤0.01%	1356
2024 Q2	$2.62K	Buy	24 +14	+140%	+$1.94K	﹤0.01%	957
2024 Q1	$1.81K	Hold	10	–	–	﹤0.01%	1018
2023 Q4	$2.13K	Buy	+10	New	+$1.84K	﹤0.01%	953

Other funds holding FIVE

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Private Wealth Management Group's FIVE Position: Q3 2026 in Review

Private Wealth Management Group increased its Five Below (FIVE) stake by 2,388% in Q3 2026, buying an estimated $42.8K and bringing the position to 199 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #264.

Private Wealth Management Group first reported a position in FIVE in Q4 2023 and has held it in 12 quarters since. 100 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

Private Wealth Management Group held 199 shares of Five Below worth $43.7K as of Q3 2026.
Private Wealth Management Group bought 191 Five Below shares in Q3 2026, an estimated $42.8K.
Five Below made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #264 holding.
Private Wealth Management Group first reported a position in Five Below in Q4 2023 and has held it in 12 quarters since.
100 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.