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SMA Capital’s Five Below FIVE Stock Holding History

SMA Capital’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 		$3.13M Buy
+17,396
New +$3.75M 1.31% 30

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SMA Capital's FIVE Position: Q2 2026 in Review

SMA Capital opened a new position in Five Below (FIVE) in Q2 2026: 17,396 shares worth $3.13M. The stake represents 1.31% of the portfolio and ranks #30 among its holdings.

609 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • SMA Capital held 17,396 shares of Five Below worth $3.13M as of Q2 2026.
  • Five Below was a new SMA Capital position in Q2 2026.
  • Five Below made up 1.31% of SMA Capital's portfolio in Q2 2026, its #30 holding.
  • 609 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.