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 Q2	–	Sell	-1,500	Closed	-$1.75K	–	4692
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 $70.2B AUM 30.95% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

SPCM

Stoic Point Capital Management Palo Alto, California $121M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisory Services Network's ZVIA Position: Q2 2026 in Review

Advisory Services Network sold out of Zevia (ZVIA) in Q2 2026, closing a stake of 1,500 shares — an estimated $1.75K sold.

Advisory Services Network first reported a position in ZVIA in Q3 2025 and held it in 2 quarters. The position peaked at $4.08K in Q3 2025. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

Advisory Services Network reported no remaining Zevia position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,500 Zevia shares in Q2 2026, an estimated $1.75K.
Advisory Services Network first reported a position in Zevia in Q3 2025 and held it in 2 quarters.
Advisory Services Network's Zevia position peaked at $4.08K in Q3 2025.
102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.