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Sunrise Financial Services’s Five Below FIVE Stock Holding History

Sunrise Financial Services’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 		$16.5K Hold
92
– – 0.01% 192
2026
Q1 		$21K Hold
92
– – 0.01% 173
2025
Q4 		$17.3K Buy
+92
New +$15K 0.01% 167

Other funds holding FIVE

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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

Sunrise Financial Services's FIVE Position: Q2 2026 in Review

Sunrise Financial Services held its Five Below (FIVE) position steady in Q2 2026 at 92 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #192.

Sunrise Financial Services first reported a position in FIVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q1 2026. 609 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Sunrise Financial Services held 92 shares of Five Below worth $16.5K as of Q2 2026.
  • Sunrise Financial Services left its Five Below share count unchanged in Q2 2026.
  • Five Below made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #192 holding.
  • Sunrise Financial Services first reported a position in Five Below in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Five Below position peaked at $21K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.