Root Financial Partners
FIVE icon

Root Financial Partners’s Five Below FIVE Stock Holding History

Root Financial Partners’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 		$204K Buy
+931
New +$209K 0.01% 435
2026
Q2 		– Sell
-698
Closed -$159K – 1380
2026
Q1 		$159K Buy
698
+516
+284% +$108K 0.01% 394
2025
Q4 		$34.3K Buy
182
+36
+25% +$5.85K ﹤0.01% 878
2025
Q3 		$22.6K Buy
+146
New +$20.7K ﹤0.01% 1053

Other funds holding FIVE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's FIVE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Five Below (FIVE) in Q3 2026: 931 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FIVE as recently as Q1 2026.

Root Financial Partners first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Root Financial Partners held 931 shares of Five Below worth $204K as of Q3 2026.
  • Five Below was a new Root Financial Partners position in Q3 2026.
  • Five Below made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #435 holding.
  • Root Financial Partners first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.