Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Five Below FIVE Stock Holding History

Sumitomo Mitsui Trust Group’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 		$1.37M Sell
7,615
-91
-1% -$19.6K ﹤0.01% 852
2026
Q1 		$1.76M Buy
+7,706
New +$1.61M ﹤0.01% 805
2019
Q4 		– Sell
-3,177
Closed -$401K – 1099
2019
Q3 		$401K Sell
3,177
-1,276
-29% -$155K ﹤0.01% 1011
2019
Q2 		$534K Sell
4,453
-1,003
-18% -$132K ﹤0.01% 924
2019
Q1 		$678K Sell
5,456
-2,556
-32% -$309K ﹤0.01% 872
2018
Q4 		$793K Buy
+8,012
New +$885K ﹤0.01% 818

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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

Sumitomo Mitsui Trust Group's FIVE Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Five Below (FIVE) stake by 1.2% in Q2 2026, selling an estimated $19.6K and leaving 7,615 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Sumitomo Mitsui Trust Group first reported a position in FIVE in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.76M in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 7,615 shares of Five Below worth $1.37M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 91 Five Below shares in Q2 2026, an estimated $19.6K.
  • Five Below made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #852 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Five Below in Q4 2018 and has held it in 6 quarters since.
  • Sumitomo Mitsui Trust Group's Five Below position peaked at $1.76M in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.