Root Financial Partners
FIZZ icon

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
Q3 		$9.23K Buy
+316
New +$10K ﹤0.01% 1951
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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Root Financial Partners's FIZZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in National Beverage (FIZZ) in Q3 2026: 316 shares worth $9.23K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FIZZ as recently as Q1 2026.

Root Financial Partners first reported a position in FIZZ in Q3 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

  • Root Financial Partners held 316 shares of National Beverage worth $9.23K as of Q3 2026.
  • National Beverage was a new Root Financial Partners position in Q3 2026.
  • National Beverage made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1951 holding.
  • Root Financial Partners first reported a position in National Beverage in Q3 2025 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.