Waverly Advisors’s Five Below FIVE Stock Holding History

Waverly 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 Q1	$621K	Buy	2,720 +801	+42%	+$168K	﹤0.01%	980
2025 Q4	$361K	Buy	+1,919	New	+$312K	﹤0.01%	1135

Other funds holding FIVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Waverly Advisors's FIVE Position: Q1 2026 in Review

Waverly Advisors increased its Five Below (FIVE) stake by 42% in Q1 2026, buying an estimated $168K and bringing the position to 2,720 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Waverly Advisors first reported a position in FIVE in Q4 2025 and has held it in 2 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

Waverly Advisors held 2,720 shares of Five Below worth $621K as of Q1 2026.
Waverly Advisors bought 801 Five Below shares in Q1 2026, an estimated $168K.
Five Below made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #980 holding.
Waverly Advisors first reported a position in Five Below in Q4 2025 and has held it in 2 quarters since.
628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.