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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
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)
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

Farther Finance Advisors's ZVIA Position: Q1 2026 in Review

Farther Finance Advisors opened a new position in Zevia (ZVIA) in Q1 2026: 162 shares worth $190. The stake represents ﹤0.01% of the portfolio and ranks #5441 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in ZVIA as recently as Q4 2023.

Farther Finance Advisors first reported a position in ZVIA in Q4 2023 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Farther Finance Advisors held 162 shares of Zevia worth $190 as of Q1 2026.
  • Zevia was a new Farther Finance Advisors position in Q1 2026.
  • Zevia made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #5441 holding.
  • Farther Finance Advisors first reported a position in Zevia in Q4 2023 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.