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Vermillion & White Wealth Management Group’s Zevia ZVIA Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-673
Closed -$1.56K – 553
2025
Q4 		$1.56K Hold
673
– – ﹤0.01% 515
2025
Q3 		$1.83K Hold
673
– – ﹤0.01% 507
2025
Q2 		$2.17K Buy
+673
New +$1.77K ﹤0.01% 455

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

Vermillion & White Wealth Management Group's ZVIA Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Zevia (ZVIA) in Q1 2026, closing a stake of 673 shares — an estimated $1.56K sold.

Vermillion & White Wealth Management Group first reported a position in ZVIA in Q2 2025 and held it in 3 quarters. The position peaked at $2.17K in Q2 2025. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Zevia position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 673 Zevia shares in Q1 2026, an estimated $1.56K.
  • Vermillion & White Wealth Management Group first reported a position in Zevia in Q2 2025 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's Zevia position peaked at $2.17K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.