UCFA
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United Capital Financial Advisors’s Five Below FIVE Stock Holding History

United Capital 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 		$506K Sell
2,814
-959
-25% -$207K ﹤0.01% 1110
2026
Q1 		$862K Buy
+3,773
New +$790K 0.01% 817
2024
Q1 		– Sell
-1,197
Closed -$255K – 1098
2023
Q4 		$255K Buy
+1,197
New +$220K ﹤0.01% 929
2023
Q1 		– Sell
-2,929
Closed -$518K – 1001
2022
Q4 		$518K Buy
2,929
+24
+0.8% +$3.77K ﹤0.01% 747
2022
Q3 		$400K Sell
2,905
-101
-3% -$13.3K ﹤0.01% 815
2022
Q2 		$341K Buy
3,006
+90
+3% +$12.9K ﹤0.01% 903
2022
Q1 		$462K Buy
2,916
+26
+0.9% +$4.34K ﹤0.01% 854
2021
Q4 		$598K Sell
2,890
-508
-15% -$99.9K ﹤0.01% 813
2021
Q3 		$601K Sell
3,398
-27
-0.8% -$5.38K ﹤0.01% 810
2021
Q2 		$662K Sell
3,425
-186
-5% -$35.5K ﹤0.01% 801
2021
Q1 		$689K Buy
3,611
+4
+0.1% +$754 ﹤0.01% 761
2020
Q4 		$631K Buy
3,607
+210
+6% +$31.1K ﹤0.01% 791
2020
Q3 		$431K Sell
3,397
-3,000
-47% -$341K ﹤0.01% 866
2020
Q2 		$684K Sell
6,397
-310
-5% -$29.1K 0.01% 762
2020
Q1 		$472K Sell
6,707
-1,283
-16% -$131K ﹤0.01% 838
2019
Q4 		$1.02M Buy
7,990
+17
+0.2% +$2.13K 0.01% 770
2019
Q3 		$1M Sell
7,973
-421
-5% -$51.1K 0.01% 754
2019
Q2 		$1.01M Buy
8,394
+1,159
+16% +$153K 0.01% 809
2019
Q1 		$939K Buy
7,235
+1,137
+19% +$138K 0.01% 789
2018
Q4 		$624K Buy
6,098
+213
+4% +$23.5K 0.01% 844
2018
Q3 		$765K Buy
5,885
+819
+16% +$91.1K 0.01% 852
2018
Q2 		$495K Buy
5,066
+760
+18% +$61K ﹤0.01% 947
2018
Q1 		$316K Sell
4,306
-49
-1% -$3.3K ﹤0.01% 1077
2017
Q4 		$289K Sell
4,355
-71
-2% -$4.26K ﹤0.01% 1128
2017
Q3 		$243K Buy
4,426
+47
+1% +$2.3K ﹤0.01% 1189
2017
Q2 		$216K Buy
+4,379
New +$216K ﹤0.01% 1182

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

United Capital Financial Advisors's FIVE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Five Below (FIVE) stake by 25% in Q2 2026, selling an estimated $207K and leaving 2,814 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

United Capital Financial Advisors first reported a position in FIVE in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.02M in Q4 2019. 610 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • United Capital Financial Advisors held 2,814 shares of Five Below worth $506K as of Q2 2026.
  • United Capital Financial Advisors sold 959 Five Below shares in Q2 2026, an estimated $207K.
  • Five Below made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1110 holding.
  • United Capital Financial Advisors first reported a position in Five Below in Q2 2017 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Five Below position peaked at $1.02M in Q4 2019.
  • 610 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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