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Steigerwald Gordon & Koch’s Five Below FIVE Stock Holding History

Steigerwald Gordon & Koch’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 		$80K Hold
350
– – 0.01% 236
2025
Q4 		$65.9K Hold
350
– – 0.01% 278
2025
Q3 		$54.1K Buy
+350
New +$49.5K 0.01% 292

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Steigerwald Gordon & Koch's FIVE Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Five Below (FIVE) position steady in Q1 2026 at 350 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #236.

Steigerwald Gordon & Koch first reported a position in FIVE in Q3 2025 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Steigerwald Gordon & Koch held 350 shares of Five Below worth $80K as of Q1 2026.
  • Steigerwald Gordon & Koch left its Five Below share count unchanged in Q1 2026.
  • Five Below made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #236 holding.
  • Steigerwald Gordon & Koch first reported a position in Five Below in Q3 2025 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.