Bank of Montreal
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Bank of Montreal’s Zevia ZVIA Stock Holding History

Bank of Montreal’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 		– Sell
-24,579
Closed -$57K – 4060
2025
Q4 		$57K Sell
24,579
-10,787
-31% -$26.8K ﹤0.01% 3171
2025
Q3 		$96.2K Sell
35,366
-257,434
-88% -$741K ﹤0.01% 2981
2025
Q2 		$943K Buy
+292,800
New +$771K ﹤0.01% 1930

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

Bank of Montreal's ZVIA Position: Q1 2026 in Review

Bank of Montreal sold out of Zevia (ZVIA) in Q1 2026, closing a stake of 24,579 shares — an estimated $57K sold.

Bank of Montreal first reported a position in ZVIA in Q2 2025 and held it in 3 quarters. The position peaked at $943K in Q2 2025. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Bank of Montreal reported no remaining Zevia position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 24,579 Zevia shares in Q1 2026, an estimated $57K.
  • Bank of Montreal first reported a position in Zevia in Q2 2025 and held it in 3 quarters.
  • Bank of Montreal's Zevia position peaked at $943K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.