IA
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IFP Advisors’s Zevia ZVIA Stock Holding History

IFP 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 		$248 Sell
152
-126
-45% -$171 ﹤0.01% 4819
2026
Q1 		$325 Buy
+278
New +$441 ﹤0.01% 4521

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFP Advisors's ZVIA Position: Q2 2026 in Review

IFP Advisors reduced its Zevia (ZVIA) stake by 45% in Q2 2026, selling an estimated $171 and leaving 152 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #4819.

IFP Advisors first reported a position in ZVIA in Q1 2026 and has held it in 2 quarters since. The position peaked at $325 in Q1 2026. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • IFP Advisors held 152 shares of Zevia worth $248 as of Q2 2026.
  • IFP Advisors sold 126 Zevia shares in Q2 2026, an estimated $171.
  • Zevia made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4819 holding.
  • IFP Advisors first reported a position in Zevia in Q1 2026 and has held it in 2 quarters since.
  • IFP Advisors's Zevia position peaked at $325 in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.