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Kestra Private Wealth Services’s Zevia ZVIA Stock Holding History

Kestra Private Wealth Services’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 		$25.3K Buy
+15,501
New +$21.1K ﹤0.01% 1787

Other funds holding ZVIA

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Kestra Private Wealth Services's ZVIA Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Zevia (ZVIA) in Q2 2026: 15,501 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings.

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

  • Kestra Private Wealth Services held 15,501 shares of Zevia worth $25.3K as of Q2 2026.
  • Zevia was a new Kestra Private Wealth Services position in Q2 2026.
  • Zevia made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1787 holding.
  • 15 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.