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EverSource Wealth Advisors’s Zevia ZVIA Stock Holding History

EverSource Wealth Advisors’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 		$720 Buy
+615
New +$976 ﹤0.01% 3965
2022
Q1 		– Sell
-245
Closed -$2K – 1875
2021
Q4 		$2K Buy
+245
New +$2.39K ﹤0.01% 1647

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

EverSource Wealth Advisors's ZVIA Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Zevia (ZVIA) in Q1 2026: 615 shares worth $720. The stake represents ﹤0.01% of the portfolio and ranks #3965 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ZVIA as recently as Q4 2021.

EverSource Wealth Advisors first reported a position in ZVIA in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • EverSource Wealth Advisors held 615 shares of Zevia worth $720 as of Q1 2026.
  • Zevia was a new EverSource Wealth Advisors position in Q1 2026.
  • Zevia made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3965 holding.
  • EverSource Wealth Advisors first reported a position in Zevia in Q4 2021 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Zevia position peaked at $2K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.