SBI Securities’s Zevia ZVIA Stock Holding History

SBI Securities’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	$6.1K	Buy	5,174 +36	+0.7%	+$53	﹤0.01%	2106
2026 Q2	$8.38K	Buy	5,138 +2,591	+102%	+$3.52K	﹤0.01%	1927
2026 Q1	$2.98K	Buy	2,547 +2,246	+746%	+$3.57K	﹤0.01%	2267
2025 Q4	$698	Hold	301	–	–	﹤0.01%	2755
2025 Q3	$819	Hold	301	–	–	﹤0.01%	2778
2025 Q2	$969	Sell	301 -152	-34%	-$400	﹤0.01%	2695
2025 Q1	$978	Sell	453 -13,111	-97%	-$42.9K	﹤0.01%	2594
2024 Q4	$56.8K	Buy	+13,564	New	+$27.6K	﹤0.01%	945

Other funds holding ZVIA

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities's ZVIA Position: Q3 2026 in Review

SBI Securities increased its Zevia (ZVIA) stake by 0.7% in Q3 2026, buying an estimated $53 and bringing the position to 5,174 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

SBI Securities first reported a position in ZVIA in Q4 2024 and has held it in 8 quarters since. The position peaked at $56.8K in Q4 2024. 9 funds tracked by Wall St. Rank hold ZVIA as of Q3 2026.

SBI Securities held 5,174 shares of Zevia worth $6.1K as of Q3 2026.
SBI Securities bought 36 Zevia shares in Q3 2026, an estimated $53.
Zevia made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2106 holding.
SBI Securities first reported a position in Zevia in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Zevia position peaked at $56.8K in Q4 2024.
9 funds tracked by Wall St. Rank held Zevia as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.