UFF
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USA FINANCIAL FORMULAS’s Five Below FIVE Stock Holding History

USA FINANCIAL FORMULAS’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 		$173K Buy
+965
New +$208K 0.03% 148

Other funds holding FIVE

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

USA FINANCIAL FORMULAS's FIVE Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Five Below (FIVE) in Q2 2026: 965 shares worth $173K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

218 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • USA FINANCIAL FORMULAS held 965 shares of Five Below worth $173K as of Q2 2026.
  • Five Below was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Five Below made up 0.03% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #148 holding.
  • 218 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.