Bell Investment Advisors’s National Beverage FIZZ Stock Holding History

Bell Investment Advisors’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 Q1	$472	Buy	+14	New	+$485	﹤0.01%	1771
2025 Q4	–	Sell	-42	Closed	-$1.55K	–	1846
2025 Q3	$1.55K	Hold	42	–	–	﹤0.01%	1419
2025 Q2	$1.82K	Hold	42	–	–	﹤0.01%	1394
2025 Q1	$1.75K	Hold	42	–	–	﹤0.01%	1355
2024 Q4	$1.79K	Hold	42	–	–	﹤0.01%	1381
2024 Q3	$1.97K	Hold	42	–	–	﹤0.01%	1360
2024 Q2	$2.15K	Sell	42 -11	-21%	-$515	﹤0.01%	1319
2024 Q1	$2.52K	Hold	53	–	–	﹤0.01%	1246
2023 Q4	$2.64K	Buy	53 +11	+26%	+$526	﹤0.01%	1209
2023 Q3	$1.98K	Hold	42	–	–	﹤0.01%	1271
2023 Q2	$2.03K	Hold	42	–	–	﹤0.01%	1292
2023 Q1	$2.21K	Hold	42	–	–	﹤0.01%	1209
2022 Q4	$1.95K	Hold	42	–	–	﹤0.01%	1307
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	1098
2022 Q2	$2K	Buy	+42	New	+$1.96K	﹤0.01%	1138
2021 Q4	$2K	Hold	52	–	–	﹤0.01%	1138
2021 Q3	$3K	Buy	+52	New	+$2.42K	﹤0.01%	912

Other funds holding FIZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bell Investment Advisors's FIZZ Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in National Beverage (FIZZ) in Q1 2026: 14 shares worth $472. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in FIZZ as recently as Q3 2025.

Bell Investment Advisors first reported a position in FIZZ in Q3 2021 and has held it in 17 quarters since. The position peaked at $3K in Q3 2021. 240 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

Bell Investment Advisors held 14 shares of National Beverage worth $472 as of Q1 2026.
National Beverage was a new Bell Investment Advisors position in Q1 2026.
National Beverage made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1771 holding.
Bell Investment Advisors first reported a position in National Beverage in Q3 2021 and has held it in 17 quarters since.
Bell Investment Advisors's National Beverage position peaked at $3K in Q3 2021.
240 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.