RAFFA WEALTH MANAGEMENT, LLC’s Five Below FIVE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.98K	Buy	11 +2	+22%	+$431	﹤0.01%	841
2026 Q1	$2.06K	Buy	9 +1	+13%	+$209	﹤0.01%	743
2025 Q4	$1.51K	Hold	8	–	–	﹤0.01%	817
2025 Q3	$1.24K	Buy	8 +4	+100%	+$566	﹤0.01%	838
2025 Q2	$525	Hold	4	–	–	﹤0.01%	986
2025 Q1	$300	Hold	4	–	–	﹤0.01%	1016
2024 Q4	$420	Hold	4	–	–	﹤0.01%	1024
2024 Q3	$353	Hold	4	–	–	﹤0.01%	1020
2024 Q2	$436	Hold	4	–	–	﹤0.01%	1071
2024 Q1	$726	Hold	4	–	–	﹤0.01%	975
2023 Q4	$853	Hold	4	–	–	﹤0.01%	862
2023 Q3	$644	Hold	4	–	–	﹤0.01%	895
2023 Q2	$786	Hold	4	–	–	﹤0.01%	866
2023 Q1	$824	Hold	4	–	–	﹤0.01%	842
2022 Q4	$707	Hold	4	–	–	﹤0.01%	872
2022 Q3	$551	Hold	4	–	–	﹤0.01%	1009
2022 Q2	$454	Hold	4	–	–	﹤0.01%	1037
2022 Q1	$633	Hold	4	–	–	﹤0.01%	1009
2021 Q4	$828	Hold	4	–	–	﹤0.01%	936
2021 Q3	$707	Hold	4	–	–	﹤0.01%	965
2021 Q2	$773	Hold	4	–	–	﹤0.01%	932
2021 Q1	$763	Buy	+4	New	+$754	﹤0.01%	930
2017 Q1	–	Sell	-23	Closed	-$919	–	542
2016 Q4	$919	Hold	23	–	–	﹤0.01%	462
2016 Q3	$927	Hold	23	–	–	﹤0.01%	441
2016 Q2	$1.07K	Sell	23 -11	-32%	-$460	﹤0.01%	376
2016 Q1	$1.41K	Hold	34	–	–	﹤0.01%	316
2015 Q4	$1.09K	Buy	+34	New	+$1.09K	﹤0.01%	367

Other funds holding FIVE

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FIVE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Five Below (FIVE) stake by 22% in Q2 2026, buying an estimated $431 and bringing the position to 11 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FIVE in Q4 2015 and has held it in 27 quarters since. The position peaked at $2.06K in Q1 2026. 142 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 11 shares of Five Below worth $1.98K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2 Five Below shares in Q2 2026, an estimated $431.
Five Below made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #841 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Five Below in Q4 2015 and has held it in 27 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Five Below position peaked at $2.06K in Q1 2026.
142 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.