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 Q2	$2.59K	Buy	1,586 +971	+158%	+$1.32K	﹤0.01%	3615
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) 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

EverSource Wealth Advisors's ZVIA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Zevia (ZVIA) stake by 158% in Q2 2026, buying an estimated $1.32K and bringing the position to 1,586 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

EverSource Wealth Advisors first reported a position in ZVIA in Q4 2021 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

EverSource Wealth Advisors held 1,586 shares of Zevia worth $2.59K as of Q2 2026.
EverSource Wealth Advisors bought 971 Zevia shares in Q2 2026, an estimated $1.32K.
Zevia made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3615 holding.
EverSource Wealth Advisors first reported a position in Zevia in Q4 2021 and has held it in 3 quarters since.
102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.