Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in FIVE — Five Below, Inc
CIK 1510434
Seattle, WA
Position in FIVE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$523,188
-$211,603 QoQ
Shares Held
2,910
-9.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#342
of 604 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $5,236,420 across 8 Specialty Retail names. FIVE ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
5,930 | $1,382,282 | |
| 2 | BBY |
Best Buy Co Inc
|
12,079 | $916,553 | |
| 3 | CASY |
Caseys General Stores Inc
|
914 | $726,437 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
1,442 | $650,312 | |
| 5 | FIVE |
Five Below, Inc
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|
2,910 | $523,188 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
21,091 | $487,834 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
10,936 | $345,686 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
900 | $204,128 |
All Filings in FIVE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,188 | 2,910 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $734,791 | 3,216 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $434,734 | 2,308 | Shares | Other | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||