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
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

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

Sumitomo Mitsui Trust Group's FIVE Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group opened a new position in Five Below (FIVE) in Q1 2026: 7,706 shares worth $1.76M. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Sumitomo Mitsui Trust Group previously reported a position in FIVE as recently as Q3 2019.

Sumitomo Mitsui Trust Group first reported a position in FIVE in Q4 2018 and has held it in 5 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 7,706 shares of Five Below worth $1.76M as of Q1 2026.
  • Five Below was a new Sumitomo Mitsui Trust Group position in Q1 2026.
  • Five Below made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #805 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Five Below in Q4 2018 and has held it in 5 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.