James T. Borello
FIZZ icon

James T. Borello’s National Beverage FIZZ Stock Holding History

James T. Borello’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
-4
Closed -$125 – 1300
2026
Q2 		$125 Buy
+4
New +$139 ﹤0.01% 1174
2025
Q4 		– Sell
-82
Closed -$3.03K – 1147
2025
Q3 		$3.03K Buy
+82
New +$3.55K ﹤0.01% 644

Other funds holding FIZZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

James T. Borello's FIZZ Position: Q3 2026 in Review

James T. Borello sold out of National Beverage (FIZZ) in Q3 2026, closing a stake of 4 shares — an estimated $125 sold.

James T. Borello first reported a position in FIZZ in Q3 2025 and held it in 2 quarters. The position peaked at $3.03K in Q3 2025. 112 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

  • James T. Borello reported no remaining National Beverage position as of Q3 2026 after selling out during the quarter.
  • James T. Borello sold 4 National Beverage shares in Q3 2026, an estimated $125.
  • James T. Borello first reported a position in National Beverage in Q3 2025 and held it in 2 quarters.
  • James T. Borello's National Beverage position peaked at $3.03K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.