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 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

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

Private Wealth Management Group's FIVE Position: Q2 2026 in Review

Private Wealth Management Group held its Five Below (FIVE) position steady in Q2 2026 at 8 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Private Wealth Management Group first reported a position in FIVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62K in Q2 2024. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Private Wealth Management Group held 8 shares of Five Below worth $1.44K as of Q2 2026.
Private Wealth Management Group left its Five Below share count unchanged in Q2 2026.
Five Below made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1230 holding.
Private Wealth Management Group first reported a position in Five Below in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Five Below position peaked at $2.62K in Q2 2024.
611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.