Farther Finance Advisors
FIZZ icon

Farther Finance Advisors’s National Beverage FIZZ Stock Holding History

Farther Finance 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
Q3 		$13.2K Buy
451
+172
+62% +$5.43K ﹤0.01% 4455
2026
Q2 		$8.7K Buy
279
+95
+52% +$3.31K ﹤0.01% 4514
2026
Q1 		$6.21K Buy
184
+94
+104% +$3.26K ﹤0.01% 4382
2025
Q4 		$2.87K Buy
90
+48
+114% +$1.65K ﹤0.01% 4551
2025
Q3 		$1.55K Buy
42
+33
+367% +$1.43K ﹤0.01% 4230
2025
Q2 		$389 Buy
9
+4
+80% +$176 ﹤0.01% 4086
2025
Q1 		$212 Buy
5
+1
+25% +$41 ﹤0.01% 3945
2024
Q4 		$171 Sell
4
-1
-20% -$47 ﹤0.01% 3688
2024
Q3 		$234 Buy
5
+2
+67% +$95 ﹤0.01% 3614
2024
Q2 		$158 Hold
3
– – ﹤0.01% 3529
2024
Q1 		$148 Sell
3
-13
-81% -$636 ﹤0.01% 3319
2023
Q4 		$796 Buy
16
+13
+433% +$622 ﹤0.01% 2815
2023
Q3 		$141 Hold
3
– – ﹤0.01% 2516
2023
Q2 		$145 Hold
3
– – ﹤0.01% 2403
2023
Q1 		$158 Hold
3
– – ﹤0.01% 2233
2022
Q4 		$140 Buy
+3
New +$141 ﹤0.01% 2094

Other funds holding FIZZ

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's FIZZ Position: Q3 2026 in Review

Farther Finance Advisors increased its National Beverage (FIZZ) stake by 62% in Q3 2026, buying an estimated $5.43K and bringing the position to 451 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4455.

Farther Finance Advisors first reported a position in FIZZ in Q4 2022 and has held it in 16 quarters since. 14 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

  • Farther Finance Advisors held 451 shares of National Beverage worth $13.2K as of Q3 2026.
  • Farther Finance Advisors bought 172 National Beverage shares in Q3 2026, an estimated $5.43K.
  • National Beverage made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4455 holding.
  • Farther Finance Advisors first reported a position in National Beverage in Q4 2022 and has held it in 16 quarters since.
  • 14 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.