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Wolf Group Capital Advisors’s Five Below FIVE Stock Holding History

Wolf Group Capital 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
2025
Q1 		$1.17M Buy
+15,641
New +$1.37M 0.39% 81

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wolf Group Capital Advisors's FIVE Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Five Below (FIVE) in Q1 2025: 15,641 shares worth $1.17M. The stake represents 0.39% of the portfolio and ranks #81 among its holdings.

409 funds tracked by Wall St. Rank hold FIVE as of Q1 2025.

  • Wolf Group Capital Advisors held 15,641 shares of Five Below worth $1.17M as of Q1 2025.
  • Five Below was a new Wolf Group Capital Advisors position in Q1 2025.
  • Five Below made up 0.39% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #81 holding.
  • 409 funds tracked by Wall St. Rank held Five Below as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.