Sagespring Wealth Partners
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Sagespring Wealth Partners’s Five Below FIVE Stock Holding History

Sagespring Wealth 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 		$252K Buy
1,149
+23
+2% +$5.16K ﹤0.01% 781
2026
Q2 		$202K Sell
1,126
-70
-6% -$15.1K ﹤0.01% 828
2026
Q1 		$273K Buy
+1,196
New +$250K 0.01% 696

Other funds holding FIVE

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pacifica Capital Investments
Pacifica Capital Investments Leander, Texas $282M AUM 5.46% 1-Year Est. Return

Sagespring Wealth Partners's FIVE Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Five Below (FIVE) stake by 2% in Q3 2026, buying an estimated $5.16K and bringing the position to 1,149 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Sagespring Wealth Partners first reported a position in FIVE in Q1 2026 and has held it in 3 quarters since. The position peaked at $273K in Q1 2026. 328 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Sagespring Wealth Partners held 1,149 shares of Five Below worth $252K as of Q3 2026.
  • Sagespring Wealth Partners bought 23 Five Below shares in Q3 2026, an estimated $5.16K.
  • Five Below made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #781 holding.
  • Sagespring Wealth Partners first reported a position in Five Below in Q1 2026 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's Five Below position peaked at $273K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.