Raymond James Financial
ZVIA icon

Raymond James Financial’s Zevia ZVIA Stock Holding History

Raymond James Financial’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 		$14.8K Buy
12,671
+691
+6% +$1.1K ﹤0.01% 5232
2025
Q4 		$27.8K Sell
11,980
-1,988
-14% -$4.94K ﹤0.01% 5062
2025
Q3 		$38K Sell
13,968
-300
-2% -$864 ﹤0.01% 4851
2025
Q2 		$45.9K Buy
14,268
+2,000
+16% +$5.26K ﹤0.01% 5219
2025
Q1 		$26.5K Buy
+12,268
New +$40.2K ﹤0.01% 4693

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
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
BlackRock New York $6.73T AUM 46.02% 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 79.02% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's ZVIA Position: Q1 2026 in Review

Raymond James Financial increased its Zevia (ZVIA) stake by 5.8% in Q1 2026, buying an estimated $1.1K and bringing the position to 12,671 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5232.

Raymond James Financial first reported a position in ZVIA in Q1 2025 and has held it in 5 quarters since. The position peaked at $45.9K in Q2 2025. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Raymond James Financial held 12,671 shares of Zevia worth $14.8K as of Q1 2026.
  • Raymond James Financial bought 691 Zevia shares in Q1 2026, an estimated $1.1K.
  • Zevia made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5232 holding.
  • Raymond James Financial first reported a position in Zevia in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Zevia position peaked at $45.9K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.