Retirement Wealth Solutions
FIVE icon

Retirement Wealth Solutions’s Five Below FIVE Stock Holding History

Retirement Wealth Solutions’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 		$1.32K Buy
6
+1
+20% +$224 ﹤0.01% 687
2026
Q2 		$899 Buy
+5
New +$1.08K ﹤0.01% 669

Other funds holding FIVE

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
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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Retirement Wealth Solutions's FIVE Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Five Below (FIVE) stake by 20% in Q3 2026, buying an estimated $224 and bringing the position to 6 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Retirement Wealth Solutions first reported a position in FIVE in Q2 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Retirement Wealth Solutions held 6 shares of Five Below worth $1.32K as of Q3 2026.
  • Retirement Wealth Solutions bought 1 Five Below share in Q3 2026, an estimated $224.
  • Five Below made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #687 holding.
  • Retirement Wealth Solutions first reported a position in Five Below in Q2 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.