IFG Advisory’s National Beverage FIZZ Stock Holding History

IFG Advisory’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	$1.69M	Buy	+57,763	New	+$1.82M	0.06%	332

Other funds holding FIZZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

IFG Advisory's FIZZ Position: Q3 2026 in Review

IFG Advisory opened a new position in National Beverage (FIZZ) in Q3 2026: 57,763 shares worth $1.69M. The stake represents 0.06% of the portfolio and ranks #332 among its holdings.

91 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

IFG Advisory held 57,763 shares of National Beverage worth $1.69M as of Q3 2026.
National Beverage was a new IFG Advisory position in Q3 2026.
National Beverage made up 0.06% of IFG Advisory's portfolio in Q3 2026, its #332 holding.
91 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.