Advisory Services Network’s Zevia ZVIA Stock Holding History

Advisory Services Network’s Portfolio ZVIA Stock Details ZVIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75K	Buy	+1,500	New	+$2.38K	﹤0.01%	4173
2025 Q4	–	Sell	-1,500	Closed	-$4.08K	–	4314
2025 Q3	$4.08K	Buy	+1,500	New	+$4.32K	﹤0.01%	3603

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Services Network's ZVIA Position: Q1 2026 in Review

Advisory Services Network opened a new position in Zevia (ZVIA) in Q1 2026: 1,500 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #4173 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in ZVIA as recently as Q3 2025.

Advisory Services Network first reported a position in ZVIA in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.08K in Q3 2025. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

Advisory Services Network held 1,500 shares of Zevia worth $1.75K as of Q1 2026.
Zevia was a new Advisory Services Network position in Q1 2026.
Zevia made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4173 holding.
Advisory Services Network first reported a position in Zevia in Q3 2025 and has held it in 2 quarters since.
Advisory Services Network's Zevia position peaked at $4.08K in Q3 2025.
118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.