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Jefferies Financial Group’s Zevia ZVIA Stock Holding History

Jefferies Financial Group’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 		$3.42M Buy
2,099,879
+3,289
+0.2% +$4.47K 0.02% 502
2026
Q1 		$2.45M Hold
2,096,590
– – 0.02% 558
2025
Q4 		$4.86M Buy
+2,096,590
New +$5.21M 0.02% 490

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
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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Jefferies Financial Group's ZVIA Position: Q2 2026 in Review

Jefferies Financial Group increased its Zevia (ZVIA) stake by 0.16% in Q2 2026, buying an estimated $4.47K and bringing the position to 2,099,879 shares worth $3.42M. The position accounts for 0.02% of the portfolio, ranked #502.

Jefferies Financial Group first reported a position in ZVIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.86M in Q4 2025. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Jefferies Financial Group held 2,099,879 shares of Zevia worth $3.42M as of Q2 2026.
  • Jefferies Financial Group bought 3,289 Zevia shares in Q2 2026, an estimated $4.47K.
  • Zevia made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #502 holding.
  • Jefferies Financial Group first reported a position in Zevia in Q4 2025 and has held it in 3 quarters since.
  • Jefferies Financial Group's Zevia position peaked at $4.86M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.