Integrated Wealth Concepts’s National Beverage FIZZ Stock Holding History

Integrated Wealth Concepts’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	$40.2K	Buy	+1,289	New	+$44.9K	﹤0.01%	3538

Other funds holding FIZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's FIZZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in National Beverage (FIZZ) in Q2 2026: 1,289 shares worth $40.2K. The stake represents ﹤0.01% of the portfolio and ranks #3538 among its holdings.

258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Integrated Wealth Concepts held 1,289 shares of National Beverage worth $40.2K as of Q2 2026.
National Beverage was a new Integrated Wealth Concepts position in Q2 2026.
National Beverage made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3538 holding.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.