SSA
FIVE icon

Sierra Summit Advisors’s Five Below FIVE Stock Holding History

Sierra Summit 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 		$799K Sell
4,445
-235
-5% -$50.6K 0.09% 151
2026
Q1 		$1.07M Sell
4,680
-1,262
-21% -$264K 0.16% 96
2025
Q4 		$1.12M Sell
5,942
-383
-6% -$62.3K 0.17% 74
2025
Q3 		$978K Buy
+6,325
New +$895K 0.15% 89

Other funds holding FIVE

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sierra Summit Advisors's FIVE Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Five Below (FIVE) stake by 5% in Q2 2026, selling an estimated $50.6K and leaving 4,445 shares worth $799K. The position accounts for 0.09% of the portfolio, ranked #151.

Sierra Summit Advisors first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q4 2025. 82 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Sierra Summit Advisors held 4,445 shares of Five Below worth $799K as of Q2 2026.
  • Sierra Summit Advisors sold 235 Five Below shares in Q2 2026, an estimated $50.6K.
  • Five Below made up 0.09% of Sierra Summit Advisors's portfolio in Q2 2026, its #151 holding.
  • Sierra Summit Advisors first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
  • Sierra Summit Advisors's Five Below position peaked at $1.12M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.