SEI Investments
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SEI Investments’s Zevia ZVIA Stock Holding History

SEI 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
Q1 		$86.3K Buy
+73,801
New +$117K ﹤0.01% 3120
2022
Q1 		– Sell
-41,156
Closed -$290K – 2674
2021
Q4 		$290K Buy
41,156
+6,296
+18% +$61.5K ﹤0.01% 2344
2021
Q3 		$401K Buy
+34,860
New +$463K ﹤0.01% 2178

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 $5.72T AUM 30.48% 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 79.07% 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

SEI Investments's ZVIA Position: Q1 2026 in Review

SEI Investments opened a new position in Zevia (ZVIA) in Q1 2026: 73,801 shares worth $86.3K. The stake represents ﹤0.01% of the portfolio and ranks #3120 among its holdings. This is a return to the name: SEI Investments previously reported a position in ZVIA as recently as Q4 2021.

SEI Investments first reported a position in ZVIA in Q3 2021 and has held it in 3 quarters since. The position peaked at $401K in Q3 2021. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • SEI Investments held 73,801 shares of Zevia worth $86.3K as of Q1 2026.
  • Zevia was a new SEI Investments position in Q1 2026.
  • Zevia made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #3120 holding.
  • SEI Investments first reported a position in Zevia in Q3 2021 and has held it in 3 quarters since.
  • SEI Investments's Zevia position peaked at $401K in Q3 2021.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.