LFA
FAT

Legacy Financial Advisors’s FAT Brands FAT Stock Holding History

Legacy Financial Advisors’s Portfolio FAT Stock Details FAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,000
Closed -$57.6K – 364
2025
Q1 		$57.6K Sell
20,000
-15,880
-44% -$52.4K 0.01% 359
2024
Q4 		$106K Hold
35,880
– – 0.02% 341
2024
Q3 		$98.4K Hold
35,880
– – 0.02% 354
2024
Q2 		$103K Buy
+35,880
New +$126K 0.02% 328

Other funds holding FAT

ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Financial Advisors's FAT Position: Q2 2025 in Review

Legacy Financial Advisors sold out of FAT Brands (FAT) in Q2 2025, closing a stake of 20,000 shares — an estimated $57.6K sold.

Legacy Financial Advisors first reported a position in FAT in Q2 2024 and held it in 4 quarters. The position peaked at $106K in Q4 2024. 22 funds tracked by Wall St. Rank hold FAT as of Q2 2025.

  • Legacy Financial Advisors reported no remaining FAT Brands position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 20,000 FAT Brands shares in Q2 2025, an estimated $57.6K.
  • Legacy Financial Advisors first reported a position in FAT Brands in Q2 2024 and held it in 4 quarters.
  • Legacy Financial Advisors's FAT Brands position peaked at $106K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held FAT Brands as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.