HRT Financial’s Zevia ZVIA Stock Holding History

HRT Financial’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	$208K	Buy	176,561 +109,612	+164%	+$161K	﹤0.01%	3806
2026 Q2	$109K	Buy	+66,949	New	+$91K	﹤0.01%	3592
2025 Q4	–	Sell	-34,044	Closed	-$92K	–	4194
2025 Q3	$92K	Buy	+34,044	New	+$98K	﹤0.01%	2538
2025 Q2	–	Sell	-58,175	Closed	-$125K	–	3674
2025 Q1	$125K	Buy	+58,175	New	+$190K	﹤0.01%	2117
2024 Q3	–	Sell	-30,443	Closed	-$20K	–	3259
2024 Q2	$20K	Buy	+30,443	New	+$28.2K	﹤0.01%	1936
2023 Q3	–	Sell	-115,299	Closed	-$496K	–	3219
2023 Q2	$496K	Buy	115,299 +55,759	+94%	+$215K	﹤0.01%	1369
2023 Q1	$229K	Buy	+59,540	New	+$240K	﹤0.01%	1864

Other funds holding ZVIA

Kanen Wealth Management Coconut Creek, Florida $284M AUM 41.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Stoic Point Capital Management Palo Alto, California $153M AUM 1.6% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

BCS Private Wealth Management Rumson, New Jersey $366M AUM 18.54% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

HRT Financial's ZVIA Position: Q3 2026 in Review

HRT Financial increased its Zevia (ZVIA) stake by 164% in Q3 2026, buying an estimated $161K and bringing the position to 176,561 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #3806.

HRT Financial first reported a position in ZVIA in Q1 2023 and has held it in 7 quarters since. The position peaked at $496K in Q2 2023. 67 funds tracked by Wall St. Rank hold ZVIA as of Q3 2026.

HRT Financial held 176,561 shares of Zevia worth $208K as of Q3 2026.
HRT Financial bought 109,612 Zevia shares in Q3 2026, an estimated $161K.
Zevia made up ﹤0.01% of HRT Financial's portfolio in Q3 2026, its #3806 holding.
HRT Financial first reported a position in Zevia in Q1 2023 and has held it in 7 quarters since.
HRT Financial's Zevia position peaked at $496K in Q2 2023.
67 funds tracked by Wall St. Rank held Zevia as of Q3 2026.

Based on HRT Financial's 13F filing for Q3 2026, filed 13 Nov 2026.