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Allworth Financial’s Zevia ZVIA Stock Holding History

Allworth Financial’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 		$876 Buy
748
+745
+24,833% +$1.18K ﹤0.01% 4605
2025
Q4 		$7 Buy
+3
New +$7 ﹤0.01% 4976

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's ZVIA Position: Q1 2026 in Review

Allworth Financial increased its Zevia (ZVIA) stake by 24,833% in Q1 2026, buying an estimated $1.18K and bringing the position to 748 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #4605.

Allworth Financial first reported a position in ZVIA in Q4 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Allworth Financial held 748 shares of Zevia worth $876 as of Q1 2026.
  • Allworth Financial bought 745 Zevia shares in Q1 2026, an estimated $1.18K.
  • Zevia made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4605 holding.
  • Allworth Financial first reported a position in Zevia in Q4 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.