Sequoia Financial Advisors’s Five Below FIVE Stock Holding History

Sequoia Financial Advisors’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 Q2	$509K	Buy	2,833 +854	+43%	+$184K	﹤0.01%	1329
2026 Q1	$452K	Sell	1,979 -540	-21%	-$113K	﹤0.01%	1325
2025 Q4	$474K	Buy	+2,519	New	+$409K	﹤0.01%	1309
2024 Q1	–	Sell	-3,143	Closed	-$670K	–	1216
2023 Q4	$670K	Buy	+3,143	New	+$577K	0.01%	653

Other funds holding FIVE

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Sequoia Financial Advisors's FIVE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Five Below (FIVE) stake by 43% in Q2 2026, buying an estimated $184K and bringing the position to 2,833 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Sequoia Financial Advisors first reported a position in FIVE in Q4 2023 and has held it in 4 quarters since. The position peaked at $670K in Q4 2023. 87 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Sequoia Financial Advisors held 2,833 shares of Five Below worth $509K as of Q2 2026.
Sequoia Financial Advisors bought 854 Five Below shares in Q2 2026, an estimated $184K.
Five Below made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1329 holding.
Sequoia Financial Advisors first reported a position in Five Below in Q4 2023 and has held it in 4 quarters since.
Sequoia Financial Advisors's Five Below position peaked at $670K in Q4 2023.
87 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.