Steward Partners Investment Advisory’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.52M | Buy |
25,148
+24,972
| +14,189% | +$5.38M | 0.02% | 597 |
|
|
2026
Q1 | $40.1K | Sell |
176
-263
| -60% | -$55K | ﹤0.01% | 2898 |
|
|
2025
Q4 | $82.6K | Buy |
439
+333
| +314% | +$54.1K | ﹤0.01% | 2398 |
|
|
2025
Q3 | $16.3K | Sell |
106
-3
| -3% | -$424 | ﹤0.01% | 3176 |
|
|
2025
Q2 | $14.2K | Sell |
109
-19
| -15% | -$1.85K | ﹤0.01% | 3047 |
|
|
2025
Q1 | $9.59K | Buy |
128
+2
| +2% | +$176 | ﹤0.01% | 3117 |
|
|
2024
Q4 | $13.2K | Buy |
126
+22
| +21% | +$2.1K | ﹤0.01% | 2978 |
|
|
2024
Q3 | $9.19K | Sell |
104
-115
| -53% | -$9.69K | ﹤0.01% | 2978 |
|
|
2024
Q2 | $23.9K | Sell |
219
-154
| -41% | -$21.3K | ﹤0.01% | 2447 |
|
|
2024
Q1 | $67.7K | Hold |
373
| – | – | ﹤0.01% | 1956 |
|
|
2023
Q4 | $79.5K | Sell |
373
-80
| -18% | -$14.7K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $72.9K | Buy |
453
+50
| +12% | +$9.14K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $79.2K | Sell |
403
-450
| -53% | -$88K | ﹤0.01% | 1691 |
|
|
2023
Q1 | $176K | Buy |
853
+300
| +54% | +$59.1K | ﹤0.01% | 1347 |
|
|
2022
Q4 | $97.8K | Sell |
553
-9
| -2% | -$1.42K | ﹤0.01% | 1563 |
|
|
2022
Q3 | $77K | Sell |
562
-713
| -56% | -$93.6K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $145K | Buy |
1,275
+26
| +2% | +$3.74K | ﹤0.01% | 1333 |
|
|
2022
Q1 | $198K | Sell |
1,249
-5,732
| -82% | -$956K | ﹤0.01% | 1297 |
|
|
2021
Q4 | $1.44M | Sell |
6,981
-337
| -5% | -$66.3K | 0.02% | 589 |
|
|
2021
Q3 | $1.29M | Buy |
7,318
+1,392
| +23% | +$277K | 0.02% | 585 |
|
|
2021
Q2 | $1.15M | Buy |
5,926
+5,704
| +2,569% | +$1.09M | 0.02% | 621 |
|
|
2021
Q1 | $42.4K | Sell |
222
-46
| -17% | -$8.67K | ﹤0.01% | 2071 |
|
|
2020
Q4 | $47K | Sell |
268
-28
| -9% | -$4.15K | ﹤0.01% | 1699 |
|
|
2020
Q3 | $38K | Buy |
296
+30
| +11% | +$3.41K | ﹤0.01% | 1621 |
|
|
2020
Q2 | $28K | Hold |
266
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q1 | $18K | Sell |
266
-117
| -31% | -$11.9K | ﹤0.01% | 1642 |
|
|
2019
Q4 | $48K | Sell |
383
-70
| -15% | -$8.77K | ﹤0.01% | 1409 |
|
|
2019
Q3 | $57K | Sell |
453
-102
| -18% | -$12.4K | ﹤0.01% | 1300 |
|
|
2019
Q2 | $66K | Buy |
+555
| New | +$73K | ﹤0.01% | 1231 |
|
|
2018
Q4 | – | Sell |
-35
| Closed | -$5K | – | 1238 |
|
|
2018
Q3 | $5K | Sell |
35
-25
| -42% | -$2.78K | ﹤0.01% | 2113 |
|
|
2018
Q2 | $6K | Sell |
60
-75
| -56% | -$6.02K | ﹤0.01% | 1925 |
|
|
2018
Q1 | $9K | Buy |
+135
| New | +$9.1K | ﹤0.01% | 1603 |
|
Other funds holding FIVE
Steward Partners Investment Advisory's FIVE Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Five Below (FIVE) stake by 14,189% in Q2 2026, buying an estimated $5.38M and bringing the position to 25,148 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #597.
Steward Partners Investment Advisory first reported a position in FIVE in Q1 2018 and has held it in 32 quarters since. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.
- Steward Partners Investment Advisory held 25,148 shares of Five Below worth $4.52M as of Q2 2026.
- Steward Partners Investment Advisory bought 24,972 Five Below shares in Q2 2026, an estimated $5.38M.
- Five Below made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #597 holding.
- Steward Partners Investment Advisory first reported a position in Five Below in Q1 2018 and has held it in 32 quarters since.
- 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.