SAG
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SageView Advisory Group’s Five Below FIVE Stock Holding History

SageView Advisory Group’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
2025
Q4 		$10.4K Buy
+55
New +$8.94K ﹤0.01% 1701
2024
Q2 		– Sell
-1,708
Closed -$273K – 592
2024
Q1 		$273K Buy
+1,708
New +$329K 0.01% 432

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SageView Advisory Group's FIVE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Five Below (FIVE) in Q4 2025: 55 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1701 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in FIVE as recently as Q1 2024.

SageView Advisory Group first reported a position in FIVE in Q1 2024 and has held it in 2 quarters since. The position peaked at $273K in Q1 2024. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • SageView Advisory Group held 55 shares of Five Below worth $10.4K as of Q4 2025.
  • Five Below was a new SageView Advisory Group position in Q4 2025.
  • Five Below made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1701 holding.
  • SageView Advisory Group first reported a position in Five Below in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Five Below position peaked at $273K in Q1 2024.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.