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Williamson Legacy Group’s Five Below FIVE Stock Holding History

Williamson Legacy Group’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 		$687K Sell
3,820
-11,170
-75% -$2.41M 0.34% 63
2026
Q1 		$3.42M Buy
14,990
+455
+3% +$95.2K 2.57% 6
2025
Q4 		$2.74M Buy
14,535
+2,170
+18% +$353K 2.14% 7
2025
Q3 		$1.91M Buy
+12,365
New +$1.75M 1.48% 19

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

Williamson Legacy Group's FIVE Position: Q2 2026 in Review

Williamson Legacy Group reduced its Five Below (FIVE) stake by 75% in Q2 2026, selling an estimated $2.41M and leaving 3,820 shares worth $687K. The position accounts for 0.34% of the portfolio, ranked #63.

Williamson Legacy Group first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.42M in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Williamson Legacy Group held 3,820 shares of Five Below worth $687K as of Q2 2026.
  • Williamson Legacy Group sold 11,170 Five Below shares in Q2 2026, an estimated $2.41M.
  • Five Below made up 0.34% of Williamson Legacy Group's portfolio in Q2 2026, its #63 holding.
  • Williamson Legacy Group first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
  • Williamson Legacy Group's Five Below position peaked at $3.42M in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.