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 Q1	$325	Buy	+278	New	+$441	﹤0.01%	4521

Other funds holding ZVIA

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's ZVIA Position: Q1 2026 in Review

IFP Advisors opened a new position in Zevia (ZVIA) in Q1 2026: 278 shares worth $325. The stake represents ﹤0.01% of the portfolio and ranks #4521 among its holdings.

118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

IFP Advisors held 278 shares of Zevia worth $325 as of Q1 2026.
Zevia was a new IFP Advisors position in Q1 2026.
Zevia made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4521 holding.
118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.