SVB Wealth’s Five Below FIVE Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-104	Closed	-$7.79K	–	918
2025 Q1	$7.79K	Buy	+104	New	+$9.14K	﹤0.01%	940

Other funds holding FIVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SVB Wealth's FIVE Position: Q2 2025 in Review

SVB Wealth sold out of Five Below (FIVE) in Q2 2025, closing a stake of 104 shares — an estimated $7.79K sold.

SVB Wealth first reported a position in FIVE in Q1 2025 and held it in 1 quarter. The position peaked at $7.79K in Q1 2025. 460 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

SVB Wealth reported no remaining Five Below position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 104 Five Below shares in Q2 2025, an estimated $7.79K.
SVB Wealth first reported a position in Five Below in Q1 2025 and held it in 1 quarter.
SVB Wealth's Five Below position peaked at $7.79K in Q1 2025.
460 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.