Bare Financial Services
FIZZ icon

Bare Financial Services’s National Beverage FIZZ Stock Holding History

Bare Financial Services’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
Q3 		– Sell
-97
Closed -$3.03K – 1940
2026
Q2 		$3.03K Buy
97
+16
+20% +$558 ﹤0.01% 1028
2026
Q1 		$2.73K Sell
81
-26
-24% -$901 ﹤0.01% 876
2025
Q4 		$3.41K Buy
+107
New +$3.68K ﹤0.01% 679

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bare Financial Services's FIZZ Position: Q3 2026 in Review

Bare Financial Services sold out of National Beverage (FIZZ) in Q3 2026, closing a stake of 97 shares — an estimated $3.03K sold.

Bare Financial Services first reported a position in FIZZ in Q4 2025 and held it in 3 quarters. The position peaked at $3.41K in Q4 2025. 93 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

  • Bare Financial Services reported no remaining National Beverage position as of Q3 2026 after selling out during the quarter.
  • Bare Financial Services sold 97 National Beverage shares in Q3 2026, an estimated $3.03K.
  • Bare Financial Services first reported a position in National Beverage in Q4 2025 and held it in 3 quarters.
  • Bare Financial Services's National Beverage position peaked at $3.41K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.