Essential Partners’s Zevia ZVIA Stock Holding History

Essential Partners’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 Q3	$925	Sell	784 -1,060	-57%	-$1.56K	﹤0.01%	2211
2026 Q2	$3.01K	Sell	1,844 -1,241	-40%	-$1.69K	﹤0.01%	1794
2026 Q1	$3.61K	Buy	+3,085	New	+$4.9K	﹤0.01%	1742

Other funds holding ZVIA

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's ZVIA Position: Q3 2026 in Review

Essential Partners reduced its Zevia (ZVIA) stake by 57% in Q3 2026, selling an estimated $1.56K and leaving 784 shares worth $925. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Essential Partners first reported a position in ZVIA in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.61K in Q1 2026. 8 funds tracked by Wall St. Rank hold ZVIA as of Q3 2026.

Essential Partners held 784 shares of Zevia worth $925 as of Q3 2026.
Essential Partners sold 1,060 Zevia shares in Q3 2026, an estimated $1.56K.
Zevia made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2211 holding.
Essential Partners first reported a position in Zevia in Q1 2026 and has held it in 3 quarters since.
Essential Partners's Zevia position peaked at $3.61K in Q1 2026.
8 funds tracked by Wall St. Rank held Zevia as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.