Truist Financial
FIVE icon

Truist Financial’s Five Below FIVE Stock Holding History

Truist Financial’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
Q3 		$400K Buy
1,822
+234
+15% +$52.5K ﹤0.01% 2339
2026
Q2 		$286K Buy
1,588
+359
+29% +$77.3K ﹤0.01% 2578
2026
Q1 		$281K Sell
1,229
-112
-8% -$23.4K ﹤0.01% 2434
2025
Q4 		$253K Sell
1,341
-401
-23% -$65.2K ﹤0.01% 2448
2025
Q3 		$269K Sell
1,742
-2,754
-61% -$390K ﹤0.01% 2385
2025
Q2 		$590K Sell
4,496
-335
-7% -$32.6K ﹤0.01% 1881
2025
Q1 		$362K Sell
4,831
-599
-11% -$52.6K ﹤0.01% 2053
2024
Q4 		$570K Sell
5,430
-1,475
-21% -$141K ﹤0.01% 1797
2024
Q3 		$610K Sell
6,905
-22,983
-77% -$1.94M ﹤0.01% 1762
2024
Q2 		$3.26M Sell
29,888
-1,376
-4% -$191K 0.01% 1045
2024
Q1 		$5.67M Buy
31,264
+409
+1% +$78.8K 0.01% 839
2023
Q4 		$6.58M Buy
30,855
+914
+3% +$168K 0.01% 766
2023
Q3 		$4.82M Buy
29,941
+1,165
+4% +$213K 0.01% 855
2023
Q2 		$5.66M Sell
28,776
-3,457
-11% -$676K 0.01% 791
2023
Q1 		$6.64M Sell
32,233
-573
-2% -$113K 0.01% 728
2022
Q4 		$5.8M Sell
32,806
-2,568
-7% -$404K 0.01% 770
2022
Q3 		$4.87M Sell
35,374
-1,427
-4% -$187K 0.01% 799
2022
Q2 		$4.18M Sell
36,801
-10,008
-21% -$1.44M 0.01% 869
2022
Q1 		$7.41M Buy
46,809
+2,006
+4% +$335K 0.01% 737
2021
Q4 		$9.27M Buy
44,803
+1,746
+4% +$343K 0.01% 670
2021
Q3 		$7.61M Buy
43,057
+4,030
+10% +$802K 0.01% 728
2021
Q2 		$7.54M Sell
39,027
-195
-0.5% -$37.2K 0.01% 736
2021
Q1 		$7.48M Sell
39,222
-2,035
-5% -$383K 0.01% 696
2020
Q4 		$7.22M Sell
41,257
-5,236
-11% -$775K 0.01% 696
2020
Q3 		$5.9M Sell
46,493
-8,363
-15% -$952K 0.01% 707
2020
Q2 		$5.86M Buy
54,856
+10,544
+24% +$989K 0.01% 683
2020
Q1 		$3.12M Sell
44,312
-1,016
-2% -$103K 0.01% 811
2019
Q4 		$5.8M Buy
+45,328
New +$5.68M 0.01% 707

Other funds holding FIVE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial's FIVE Position: Q3 2026 in Review

Truist Financial increased its Five Below (FIVE) stake by 15% in Q3 2026, buying an estimated $52.5K and bringing the position to 1,822 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Truist Financial first reported a position in FIVE in Q4 2019 and has held it in 28 quarters since. The position peaked at $9.27M in Q4 2021. 366 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Truist Financial held 1,822 shares of Five Below worth $400K as of Q3 2026.
  • Truist Financial bought 234 Five Below shares in Q3 2026, an estimated $52.5K.
  • Five Below made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2339 holding.
  • Truist Financial first reported a position in Five Below in Q4 2019 and has held it in 28 quarters since.
  • Truist Financial's Five Below position peaked at $9.27M in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.