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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
Q2 		$62.9K Hold
350
– – 0.01% 280
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 $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 $3.38T AUM 44.17% 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

Steigerwald Gordon & Koch's FIVE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Five Below (FIVE) position steady in Q2 2026 at 350 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #280.

Steigerwald Gordon & Koch first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $80K in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Steigerwald Gordon & Koch held 350 shares of Five Below worth $62.9K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Five Below share count unchanged in Q2 2026.
  • Five Below made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #280 holding.
  • Steigerwald Gordon & Koch first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Five Below position peaked at $80K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.