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Allied Private Wealth’s National Beverage FIZZ Stock Holding History

Allied Private Wealth’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Buy
+320
New +$11.2K 0.01% 510

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allied Private Wealth's FIZZ Position: Q2 2026 in Review

Allied Private Wealth opened a new position in National Beverage (FIZZ) in Q2 2026: 320 shares worth $10.4K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings.

258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Allied Private Wealth held 320 shares of National Beverage worth $10.4K as of Q2 2026.
  • National Beverage was a new Allied Private Wealth position in Q2 2026.
  • National Beverage made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #510 holding.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.