Farther Finance Advisors’s Zevia ZVIA Stock Holding History

Farther Finance 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	$1.06K	Buy	659 +497	+307%	+$675	﹤0.01%	5362
2026 Q1	$190	Buy	+162	New	+$257	﹤0.01%	5441
2024 Q1	–	Sell	-1	Closed	-$2	–	3756
2023 Q4	$2	Buy	+1	New	+$2	﹤0.01%	3544

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

Farther Finance Advisors's ZVIA Position: Q2 2026 in Review

Farther Finance Advisors increased its Zevia (ZVIA) stake by 307% in Q2 2026, buying an estimated $675 and bringing the position to 659 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #5362.

Farther Finance Advisors first reported a position in ZVIA in Q4 2023 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

Farther Finance Advisors held 659 shares of Zevia worth $1.06K as of Q2 2026.
Farther Finance Advisors bought 497 Zevia shares in Q2 2026, an estimated $675.
Zevia made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5362 holding.
Farther Finance Advisors first reported a position in Zevia in Q4 2023 and has held it in 3 quarters since.
102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.