West Branch Capital’s Five Below FIVE Stock Holding History

West Branch Capital’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	–	Sell	-75	Closed	-$14.1K	–	395
2025 Q4	$14.1K	Hold	75	–	–	﹤0.01%	220
2025 Q3	$11.6K	Hold	75	–	–	﹤0.01%	264
2025 Q2	$9.84K	Hold	75	–	–	﹤0.01%	272
2025 Q1	$5.62K	Hold	75	–	–	﹤0.01%	332
2024 Q4	$7.87K	Hold	75	–	–	﹤0.01%	293
2024 Q3	$6.63K	Hold	75	–	–	﹤0.01%	313
2024 Q2	$8.17K	Hold	75	–	–	﹤0.01%	288
2024 Q1	$13.6K	Hold	75	–	–	0.01%	254
2023 Q4	$16K	Hold	75	–	–	0.01%	243
2023 Q3	$12.1K	Hold	75	–	–	0.01%	265
2023 Q2	$14.7K	Hold	75	–	–	0.01%	250
2023 Q1	$15.4K	Hold	75	–	–	0.01%	252
2022 Q4	$13.3K	Hold	75	–	–	0.01%	261
2022 Q3	$10K	Hold	75	–	–	0.01%	284
2022 Q2	$9K	Hold	75	–	–	0.01%	285
2022 Q1	$12K	Hold	75	–	–	0.01%	279
2021 Q4	$16K	Hold	75	–	–	0.01%	282
2021 Q3	$13K	Hold	75	–	–	0.01%	283
2021 Q2	$14K	Buy	+75	New	+$14.3K	0.01%	290

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

West Branch Capital's FIVE Position: Q1 2026 in Review

West Branch Capital sold out of Five Below (FIVE) in Q1 2026, closing a stake of 75 shares — an estimated $14.1K sold.

West Branch Capital first reported a position in FIVE in Q2 2021 and held it in 19 quarters. The position peaked at $16K in Q4 2021. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

West Branch Capital reported no remaining Five Below position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 75 Five Below shares in Q1 2026, an estimated $14.1K.
West Branch Capital first reported a position in Five Below in Q2 2021 and held it in 19 quarters.
West Branch Capital's Five Below position peaked at $16K in Q4 2021.
628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.