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Transamerica Financial Advisors’s Five Below FIVE Stock Holding History

Transamerica Financial Advisors’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 		$179 Sell
1
-2
-67% -$431 ﹤0.01% 1894
2026
Q1 		$685 Buy
+3
New +$628 ﹤0.01% 1419

Other funds holding FIVE

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Transamerica Financial Advisors's FIVE Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Five Below (FIVE) stake by 67% in Q2 2026, selling an estimated $431 and leaving 1 share worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Transamerica Financial Advisors first reported a position in FIVE in Q1 2026 and has held it in 2 quarters since. The position peaked at $685 in Q1 2026. 610 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Transamerica Financial Advisors held 1 share of Five Below worth $179 as of Q2 2026.
  • Transamerica Financial Advisors sold 2 Five Below shares in Q2 2026, an estimated $431.
  • Five Below made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1894 holding.
  • Transamerica Financial Advisors first reported a position in Five Below in Q1 2026 and has held it in 2 quarters since.
  • Transamerica Financial Advisors's Five Below position peaked at $685 in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.