Stifel Financial
ZVIA icon

Stifel Financial’s Zevia ZVIA Stock Holding History

Stifel 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
2025
Q3 		– Sell
-11,900
Closed -$38.3K – 3666
2025
Q2 		$38.3K Buy
+11,900
New +$31.3K ﹤0.01% 3427
2025
Q1 		– Sell
-10,050
Closed -$42.1K – 3562
2024
Q4 		$42.1K Buy
+10,050
New +$20.5K ﹤0.01% 3324

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's ZVIA Position: Q3 2025 in Review

Stifel Financial sold out of Zevia (ZVIA) in Q3 2025, closing a stake of 11,900 shares — an estimated $38.3K sold.

Stifel Financial first reported a position in ZVIA in Q4 2024 and held it in 2 quarters. The position peaked at $42.1K in Q4 2024. 100 funds tracked by Wall St. Rank hold ZVIA as of Q3 2025.

  • Stifel Financial reported no remaining Zevia position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 11,900 Zevia shares in Q3 2025, an estimated $38.3K.
  • Stifel Financial first reported a position in Zevia in Q4 2024 and held it in 2 quarters.
  • Stifel Financial's Zevia position peaked at $42.1K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Zevia as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.