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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Root Financial Partners's FIVE Position: Q1 2026 in Review

Root Financial Partners increased its Five Below (FIVE) stake by 284% in Q1 2026, buying an estimated $108K and bringing the position to 698 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #394.

Root Financial Partners first reported a position in FIVE in Q3 2025 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Root Financial Partners held 698 shares of Five Below worth $159K as of Q1 2026.
  • Root Financial Partners bought 516 Five Below shares in Q1 2026, an estimated $108K.
  • Five Below made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #394 holding.
  • Root Financial Partners first reported a position in Five Below in Q3 2025 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.