Bailard’s Riverview Bancorp RVSB Stock Holding History

Bailard’s Portfolio RVSB Stock Details RVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,200	Closed	-$65.5K	–	855
2025 Q3	$65.5K	Buy	+12,200	New	+$63.5K	﹤0.01%	772
2021 Q2	–	Sell	-15,000	Closed	-$104K	–	749
2021 Q1	$104K	Hold	15,000	–	–	﹤0.01%	683
2020 Q4	$79K	Sell	15,000 -21,431	-59%	-$111K	﹤0.01%	622
2020 Q3	$151K	Buy	36,431 +11,631	+47%	+$52.2K	0.01%	498
2020 Q2	$140K	Buy	24,800 +3,800	+18%	+$19.4K	0.01%	468
2020 Q1	$105K	Hold	21,000	–	–	0.01%	436
2019 Q4	$172K	Sell	21,000 -3,000	-13%	-$22.5K	0.01%	509
2019 Q3	$177K	Sell	24,000 -800	-3%	-$6.21K	0.01%	488
2019 Q2	$212K	Hold	24,800	–	–	0.01%	483
2019 Q1	$181K	Sell	24,800 -56,100	-69%	-$423K	0.01%	504
2018 Q4	$589K	Hold	80,900	–	–	0.04%	265
2018 Q3	$715K	Buy	80,900 +5,900	+8%	+$54.1K	0.04%	258
2018 Q2	$633K	Buy	+75,000	New	+$668K	0.04%	293

Other funds holding RVSB

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

Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

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

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return