BankPlus Wealth Management’s Rivian RIVN Stock Holding History

BankPlus Wealth Management’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 Q2	$216K	Buy	12,427 +6	+0%	+$94	0.1%	117
2026 Q1	$187K	Hold	12,421	–	–	0.1%	116
2025 Q4	$245K	Hold	12,421	–	–	0.14%	101
2025 Q3	$182K	Hold	12,421	–	–	0.11%	104
2025 Q2	$171K	Hold	12,421	–	–	0.11%	101
2025 Q1	$155K	Hold	12,421	–	–	0.11%	98
2024 Q4	$165K	Buy	+12,421	New	+$143K	0.12%	104

Other funds holding RIVN

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BankPlus Wealth Management's RIVN Position: Q2 2026 in Review

BankPlus Wealth Management increased its Rivian (RIVN) stake by 0.05% in Q2 2026, buying an estimated $94 and bringing the position to 12,427 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #117.

BankPlus Wealth Management first reported a position in RIVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q4 2025. 303 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

BankPlus Wealth Management held 12,427 shares of Rivian worth $216K as of Q2 2026.
BankPlus Wealth Management bought 6 Rivian shares in Q2 2026, an estimated $94.
Rivian made up 0.1% of BankPlus Wealth Management's portfolio in Q2 2026, its #117 holding.
BankPlus Wealth Management first reported a position in Rivian in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Rivian position peaked at $245K in Q4 2025.
303 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.