B. Riley Wealth Advisors’s Rivian RIVN Stock Holding History

B. Riley Wealth Advisors’s Portfolio RIVN Stock Details RIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Sell	17,634 -1,240	-7%	-$19.8K	0.02%	632
2025 Q4	$372K	Sell	18,874 -6,794	-26%	-$108K	0.02%	628
2025 Q3	$377K	Sell	25,668 -8,438	-25%	-$113K	0.02%	632
2025 Q2	$469K	Buy	+34,106	New	+$463K	0.02%	551
2024 Q4	$582K	Sell	43,774 -45,990	-51%	-$529K	0.02%	641
2024 Q3	$994K	Buy	89,764 +37,647	+72%	+$541K	0.03%	499
2024 Q2	$699K	Buy	52,117 +31,232	+150%	+$326K	0.02%	671
2024 Q1	$507K	Sell	20,885 -12,832	-38%	-$185K	0.01%	785
2023 Q4	$791K	Buy	33,717 +12,832	+61%	+$241K	0.02%	602
2023 Q3	$507K	Buy	20,885 +5,696	+38%	+$133K	0.01%	785
2023 Q2	$253K	Sell	15,189 -336	-2%	-$4.7K	0.01%	1214
2023 Q1	$240K	Buy	15,525 +3,046	+24%	+$51.4K	0.01%	1194
2022 Q4	$230K	Sell	12,479 -814	-6%	-$24K	0.01%	1174
2022 Q3	$438K	Buy	13,293 +4,330	+48%	+$148K	0.01%	817
2022 Q2	$231K	Buy	8,963 +1,109	+14%	+$34.6K	0.01%	981
2022 Q1	$395K	Buy	7,854 +2,659	+51%	+$162K	0.01%	881
2021 Q4	$539K	Buy	+5,195	New	+$599K	0.02%	765

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return