BCS Private Wealth Management’s Zevia ZVIA Stock Holding History

BCS Private Wealth Management’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	$1.14M	Hold	699,189	–	–	0.34%	58
2026 Q1	$818K	Buy	+699,189	New	+$1.11M	0.25%	77

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

BCS Private Wealth Management's ZVIA Position: Q2 2026 in Review

BCS Private Wealth Management held its Zevia (ZVIA) position steady in Q2 2026 at 699,189 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #58.

BCS Private Wealth Management first reported a position in ZVIA in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

BCS Private Wealth Management held 699,189 shares of Zevia worth $1.14M as of Q2 2026.
BCS Private Wealth Management left its Zevia share count unchanged in Q2 2026.
Zevia made up 0.34% of BCS Private Wealth Management's portfolio in Q2 2026, its #58 holding.
BCS Private Wealth Management first reported a position in Zevia in Q1 2026 and has held it in 2 quarters since.
102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.