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 Q2	$899	Buy	+5	New	+$1.08K	﹤0.01%	669

Other funds holding FIVE

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Retirement Wealth Solutions's FIVE Position: Q2 2026 in Review

Retirement Wealth Solutions opened a new position in Five Below (FIVE) in Q2 2026: 5 shares worth $899. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings.

56 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Retirement Wealth Solutions held 5 shares of Five Below worth $899 as of Q2 2026.
Five Below was a new Retirement Wealth Solutions position in Q2 2026.
Five Below made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #669 holding.
56 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.