SRH Advisors’s Five Below FIVE Stock Holding History

SRH 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
2025 Q3	–	Sell	-52	Closed	-$6.82K	–	281
2025 Q2	$6.82K	Hold	52	–	–	﹤0.01%	228
2025 Q1	$3.9K	Buy	+52	New	+$4.57K	﹤0.01%	247

Other funds holding FIVE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SRH Advisors's FIVE Position: Q3 2025 in Review

SRH Advisors sold out of Five Below (FIVE) in Q3 2025, closing a stake of 52 shares — an estimated $6.82K sold.

SRH Advisors first reported a position in FIVE in Q1 2025 and held it in 2 quarters. The position peaked at $6.82K in Q2 2025. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

SRH Advisors reported no remaining Five Below position as of Q3 2025 after selling out during the quarter.
SRH Advisors sold 52 Five Below shares in Q3 2025, an estimated $6.82K.
SRH Advisors first reported a position in Five Below in Q1 2025 and held it in 2 quarters.
SRH Advisors's Five Below position peaked at $6.82K in Q2 2025.
502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on SRH Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.