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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
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

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's FIZZ Position: Q1 2026 in Review

Root Financial Partners increased its National Beverage (FIZZ) stake by 198% in Q1 2026, buying an estimated $3.92K and bringing the position to 170 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Root Financial Partners first reported a position in FIZZ in Q3 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

  • Root Financial Partners held 170 shares of National Beverage worth $5.72K as of Q1 2026.
  • Root Financial Partners bought 113 National Beverage shares in Q1 2026, an estimated $3.92K.
  • National Beverage made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1902 holding.
  • Root Financial Partners first reported a position in National Beverage in Q3 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.