Larson Financial Group
ZVIA icon

Larson Financial Group’s Zevia ZVIA Stock Holding History

Larson 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
Q3 		$24 Hold
20
– – ﹤0.01% 3812
2026
Q2 		$33 Hold
20
– – ﹤0.01% 3699
2026
Q1 		$23 Hold
20
– – ﹤0.01% 3578
2025
Q4 		$46 Hold
20
– – ﹤0.01% 3383
2025
Q3 		$54 Hold
20
– – ﹤0.01% 3350
2025
Q2 		$64 Hold
20
– – ﹤0.01% 3210
2025
Q1 		$43 Hold
20
– – ﹤0.01% 2999
2024
Q4 		$84 Hold
20
– – ﹤0.01% 2633
2024
Q3 		$22 Hold
20
– – ﹤0.01% 2673
2024
Q2 		$14 Buy
+20
New +$18 ﹤0.01% 2413

Other funds holding ZVIA

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
RS
R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Larson Financial Group's ZVIA Position: Q3 2026 in Review

Larson Financial Group held its Zevia (ZVIA) position steady in Q3 2026 at 20 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Larson Financial Group first reported a position in ZVIA in Q2 2024 and has held it in 10 quarters since. The position peaked at $84 in Q4 2024. 28 funds tracked by Wall St. Rank hold ZVIA as of Q3 2026.

  • Larson Financial Group held 20 shares of Zevia worth $24 as of Q3 2026.
  • Larson Financial Group left its Zevia share count unchanged in Q3 2026.
  • Zevia made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3812 holding.
  • Larson Financial Group first reported a position in Zevia in Q2 2024 and has held it in 10 quarters since.
  • Larson Financial Group's Zevia position peaked at $84 in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Zevia as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.