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Integrated Wealth Concepts’s Zevia ZVIA Stock Holding History

Integrated Wealth Concepts’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 		$3.28K Buy
+2,010
New +$2.73K ﹤0.01% 5182

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

Integrated Wealth Concepts's ZVIA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Zevia (ZVIA) in Q2 2026: 2,010 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #5182 among its holdings.

102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Integrated Wealth Concepts held 2,010 shares of Zevia worth $3.28K as of Q2 2026.
  • Zevia was a new Integrated Wealth Concepts position in Q2 2026.
  • Zevia made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5182 holding.
  • 102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.