Jones Financial Companies’s Zevia ZVIA Stock Holding History

Jones Financial Companies’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	$7.06K	Buy	+6,250	New	+$9.92K	﹤0.01%	3711

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

Jones Financial Companies's ZVIA Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Zevia (ZVIA) in Q1 2026: 6,250 shares worth $7.06K. The stake represents ﹤0.01% of the portfolio and ranks #3711 among its holdings.

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

Jones Financial Companies held 6,250 shares of Zevia worth $7.06K as of Q1 2026.
Zevia was a new Jones Financial Companies position in Q1 2026.
Zevia made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3711 holding.
118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.