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Jefferies Financial Group’s National Beverage FIZZ Stock Holding History

Jefferies Financial Group’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 		$1.57M Buy
+50,368
New +$1.76M 0.01% 780
2025
Q1 		– Sell
-6,147
Closed -$262K – 1742
2024
Q4 		$262K Buy
+6,147
New +$287K ﹤0.01% 1306

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's FIZZ Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in National Beverage (FIZZ) in Q2 2026: 50,368 shares worth $1.57M. The stake represents 0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in FIZZ as recently as Q4 2024.

Jefferies Financial Group first reported a position in FIZZ in Q4 2024 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Jefferies Financial Group held 50,368 shares of National Beverage worth $1.57M as of Q2 2026.
  • National Beverage was a new Jefferies Financial Group position in Q2 2026.
  • National Beverage made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #780 holding.
  • Jefferies Financial Group first reported a position in National Beverage in Q4 2024 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.