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OneAscent Financial Services’s Zevia ZVIA Stock Holding History

OneAscent Financial 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 		$1.22M Buy
+750,375
New +$1.02M 0.06% 203

Other funds holding ZVIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

OneAscent Financial Services's ZVIA Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in Zevia (ZVIA) in Q2 2026: 750,375 shares worth $1.22M. The stake represents 0.06% of the portfolio and ranks #203 among its holdings.

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

  • OneAscent Financial Services held 750,375 shares of Zevia worth $1.22M as of Q2 2026.
  • Zevia was a new OneAscent Financial Services position in Q2 2026.
  • Zevia made up 0.06% of OneAscent Financial Services's portfolio in Q2 2026, its #203 holding.
  • 41 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.