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Root Financial Partners’s National Beverage FIZZ Stock Holding History

Root Financial Partners’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 		– Sell
-170
Closed -$5.72K – 1384
2026
Q1 		$5.72K Buy
170
+113
+198% +$3.92K ﹤0.01% 1902
2025
Q4 		$1.82K Sell
57
-52
-48% -$1.79K ﹤0.01% 2004
2025
Q3 		$4.02K Buy
+109
New +$4.72K ﹤0.01% 1801

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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State Street
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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

Root Financial Partners's FIZZ Position: Q2 2026 in Review

Root Financial Partners sold out of National Beverage (FIZZ) in Q2 2026, closing a stake of 170 shares — an estimated $5.72K sold.

Root Financial Partners first reported a position in FIZZ in Q3 2025 and held it in 3 quarters. The position peaked at $5.72K in Q1 2026. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Root Financial Partners reported no remaining National Beverage position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 170 National Beverage shares in Q2 2026, an estimated $5.72K.
  • Root Financial Partners first reported a position in National Beverage in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's National Beverage position peaked at $5.72K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.