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LRI Investments’s Zevia ZVIA Stock Holding History

LRI Investments’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 		$1.63K Hold
1,000
– – ﹤0.01% 1296
2026
Q1 		$1.17K Hold
1,000
– – ﹤0.01% 1306
2025
Q4 		$2.32K Buy
+1,000
New +$2.48K ﹤0.01% 1186

Other funds holding ZVIA

BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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
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

LRI Investments's ZVIA Position: Q2 2026 in Review

LRI Investments held its Zevia (ZVIA) position steady in Q2 2026 at 1,000 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

LRI Investments first reported a position in ZVIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.32K in Q4 2025. 16 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • LRI Investments held 1,000 shares of Zevia worth $1.63K as of Q2 2026.
  • LRI Investments left its Zevia share count unchanged in Q2 2026.
  • Zevia made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1296 holding.
  • LRI Investments first reported a position in Zevia in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Zevia position peaked at $2.32K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.