Retirement Guys Formula
FIVE icon

Retirement Guys Formula’s Five Below FIVE Stock Holding History

Retirement Guys Formula’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 		$255K Buy
+1,162
New +$261K 0.09% 148
2026
Q2 		– Sell
-1,039
Closed -$237K – 164
2026
Q1 		$237K Buy
+1,039
New +$217K 0.11% 125

Other funds holding FIVE

Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Retirement Guys Formula's FIVE Position: Q3 2026 in Review

Retirement Guys Formula opened a new position in Five Below (FIVE) in Q3 2026: 1,162 shares worth $255K. The stake represents 0.09% of the portfolio and ranks #148 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in FIVE as recently as Q1 2026.

Retirement Guys Formula first reported a position in FIVE in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Retirement Guys Formula held 1,162 shares of Five Below worth $255K as of Q3 2026.
  • Five Below was a new Retirement Guys Formula position in Q3 2026.
  • Five Below made up 0.09% of Retirement Guys Formula's portfolio in Q3 2026, its #148 holding.
  • Retirement Guys Formula first reported a position in Five Below in Q1 2026 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.