NFSG
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Newbridge Financial Services Group’s National Beverage FIZZ Stock Holding History

Newbridge Financial Services 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 		$29K Hold
930
– – ﹤0.01% 625
2026
Q1 		$31.3K Hold
930
– – 0.01% 539
2025
Q4 		$29.7K Hold
930
– – ﹤0.01% 553
2025
Q3 		$34.3K Hold
930
– – 0.01% 596
2025
Q2 		$40.2K Hold
930
– – 0.01% 547
2025
Q1 		$38.6K Hold
930
– – 0.01% 420
2024
Q4 		$39.7K Buy
+930
New +$43.4K 0.01% 459
2024
Q3 		– Sell
-930
Closed -$47.7K – 796
2024
Q2 		$47.7K Hold
930
– – 0.02% 388
2024
Q1 		$44.1K Hold
930
– – 0.02% 419
2023
Q4 		$46.2K Hold
930
– – 0.02% 406
2023
Q3 		$43.7K Hold
930
– – 0.02% 441
2023
Q2 		$45K Hold
930
– – 0.02% 485
2023
Q1 		$49K Hold
930
– – 0.03% 472
2022
Q4 		$43.3K Hold
930
– – 0.03% 500
2022
Q3 		$36K Hold
930
– – 0.02% 533
2022
Q2 		$46K Sell
930
-40
-4% -$1.87K 0.03% 417
2022
Q1 		$42K Buy
970
+930
+2,325% +$40.4K 0.02% 523
2021
Q4 		$2K Buy
40
+31
+344% +$1.69K ﹤0.01% 1236
2021
Q3 		$1K Buy
+9
New +$419 ﹤0.01% 1257
2021
Q1 		– Sell
-1,134
Closed -$48K – 1396
2020
Q4 		$48K Sell
1,134
-540
-32% -$23.2K 0.04% 341
2020
Q3 		$57K Buy
+1,674
New +$58.6K 0.06% 294

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 $3.37T AUM 44.26% 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

Newbridge Financial Services Group's FIZZ Position: Q2 2026 in Review

Newbridge Financial Services Group held its National Beverage (FIZZ) position steady in Q2 2026 at 930 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Newbridge Financial Services Group first reported a position in FIZZ in Q3 2020 and has held it in 21 quarters since. The position peaked at $57K in Q3 2020. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Newbridge Financial Services Group held 930 shares of National Beverage worth $29K as of Q2 2026.
  • Newbridge Financial Services Group left its National Beverage share count unchanged in Q2 2026.
  • National Beverage made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #625 holding.
  • Newbridge Financial Services Group first reported a position in National Beverage in Q3 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's National Beverage position peaked at $57K in Q3 2020.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.