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ViaWealth’s Five Below FIVE Stock Holding History

ViaWealth’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 		$512K Sell
2,850
-150
-5% -$32.3K 0.26% 112
2026
Q1 		$685K Sell
3,000
-1,100
-27% -$230K 0.38% 81
2025
Q4 		$772K Sell
4,100
-50
-1% -$8.13K 0.43% 68
2025
Q3 		$642K Hold
4,150
– – 0.35% 85
2025
Q2 		$544K Buy
+4,150
New +$404K 0.32% 95
2025
Q1 		– Sell
-2,600
Closed -$273K – 150
2024
Q4 		$273K Hold
2,600
– – 0.16% 131
2024
Q3 		$230K Buy
+2,600
New +$219K 0.13% 142

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

ViaWealth's FIVE Position: Q2 2026 in Review

ViaWealth reduced its Five Below (FIVE) stake by 5% in Q2 2026, selling an estimated $32.3K and leaving 2,850 shares worth $512K. The position accounts for 0.26% of the portfolio, ranked #112.

ViaWealth first reported a position in FIVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $772K in Q4 2025. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • ViaWealth held 2,850 shares of Five Below worth $512K as of Q2 2026.
  • ViaWealth sold 150 Five Below shares in Q2 2026, an estimated $32.3K.
  • Five Below made up 0.26% of ViaWealth's portfolio in Q2 2026, its #112 holding.
  • ViaWealth first reported a position in Five Below in Q3 2024 and has held it in 7 quarters since.
  • ViaWealth's Five Below position peaked at $772K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.