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
2026
Q1 		– Sell
-55
Closed -$10.4K – 1220
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SageView Advisory Group's FIVE Position: Q1 2026 in Review

SageView Advisory Group sold out of Five Below (FIVE) in Q1 2026, closing a stake of 55 shares — an estimated $10.4K sold.

SageView Advisory Group first reported a position in FIVE in Q1 2024 and held it in 2 quarters. The position peaked at $273K in Q1 2024. 633 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • SageView Advisory Group reported no remaining Five Below position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 55 Five Below shares in Q1 2026, an estimated $10.4K.
  • SageView Advisory Group first reported a position in Five Below in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Five Below position peaked at $273K in Q1 2024.
  • 633 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.