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Waypoint Wealth Counsel’s Five Below FIVE Stock Holding History

Waypoint Wealth Counsel’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 		$228K Buy
+1,000
New +$209K 0.12% 189

Other funds holding FIVE

BlackRock
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Waypoint Wealth Counsel's FIVE Position: Q1 2026 in Review

Waypoint Wealth Counsel opened a new position in Five Below (FIVE) in Q1 2026: 1,000 shares worth $228K. The stake represents 0.12% of the portfolio and ranks #189 among its holdings.

628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Waypoint Wealth Counsel held 1,000 shares of Five Below worth $228K as of Q1 2026.
  • Five Below was a new Waypoint Wealth Counsel position in Q1 2026.
  • Five Below made up 0.12% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #189 holding.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.