AB
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Amalgamated Bank’s National Beverage FIZZ Stock Holding History

Amalgamated Bank’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 		– Sell
-6,763
Closed -$228K – 1650
2026
Q1 		$228K Sell
6,763
-75
-1% -$2.6K ﹤0.01% 1532
2025
Q4 		$218K Sell
6,838
-62
-0.9% -$2.13K ﹤0.01% 1551
2025
Q3 		$255K Buy
6,900
+213
+3% +$9.22K ﹤0.01% 1507
2025
Q2 		$289K Hold
6,687
– – ﹤0.01% 1458
2025
Q1 		$278K Sell
6,687
-181
-3% -$7.46K ﹤0.01% 1450
2024
Q4 		$293K Sell
6,868
-62
-0.9% -$2.9K ﹤0.01% 1472
2024
Q3 		$325K Sell
6,930
-203
-3% -$9.64K ﹤0.01% 1455
2024
Q2 		$365K Buy
7,133
+19
+0.3% +$889 ﹤0.01% 1411
2024
Q1 		$338K Sell
7,114
-3,040
-30% -$149K ﹤0.01% 1447
2023
Q4 		$505K Sell
10,154
-241
-2% -$11.5K ﹤0.01% 1440
2023
Q3 		$489K Sell
10,395
-303
-3% -$15.3K ﹤0.01% 1426
2023
Q2 		$517K Buy
10,698
+71
+0.7% +$3.56K ﹤0.01% 1421
2023
Q1 		$560K Sell
10,627
-725
-6% -$33.8K ﹤0.01% 1375
2022
Q4 		$528K Hold
11,352
– – ﹤0.01% 1441
2022
Q3 		$438K Buy
11,352
+100
+0.9% +$5K ﹤0.01% 1491
2022
Q2 		$551K Sell
11,252
-153
-1% -$7.14K 0.01% 1421
2022
Q1 		$496K Sell
11,405
-718
-6% -$31.2K ﹤0.01% 1552
2021
Q4 		$550K Sell
12,123
-318
-3% -$17.3K ﹤0.01% 1532
2021
Q3 		$653K Sell
12,441
-244
-2% -$11.4K 0.01% 1449
2021
Q2 		$599K Buy
+12,685
New +$615K ﹤0.01% 1529

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Amalgamated Bank's FIZZ Position: Q2 2026 in Review

Amalgamated Bank sold out of National Beverage (FIZZ) in Q2 2026, closing a stake of 6,763 shares — an estimated $228K sold.

Amalgamated Bank first reported a position in FIZZ in Q2 2021 and held it in 20 quarters. The position peaked at $653K in Q3 2021. 105 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Amalgamated Bank reported no remaining National Beverage position as of Q2 2026 after selling out during the quarter.
  • Amalgamated Bank sold 6,763 National Beverage shares in Q2 2026, an estimated $228K.
  • Amalgamated Bank first reported a position in National Beverage in Q2 2021 and held it in 20 quarters.
  • Amalgamated Bank's National Beverage position peaked at $653K in Q3 2021.
  • 105 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.