Bleakley Financial Group’s Rivian RIVN Stock Holding History

Bleakley Financial Group’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	$404K	Buy	26,850 +2,093	+8%	+$33.5K	0.01%	679
2025 Q4	$488K	Buy	24,757 +2,955	+14%	+$46.9K	0.01%	585
2025 Q3	$320K	Buy	21,802 +2,451	+13%	+$32.8K	0.01%	556
2025 Q2	$266K	Buy	+19,351	New	+$263K	0.01%	554
2025 Q1	–	Sell	-31,646	Closed	-$421K	–	885
2024 Q4	$421K	Buy	31,646 +4,045	+15%	+$46.6K	0.01%	666
2024 Q3	$310K	Buy	+27,601	New	+$397K	0.01%	759
2024 Q2	–	Sell	-22,357	Closed	-$245K	–	1059
2024 Q1	$245K	Buy	22,357 +12,514	+127%	+$180K	0.01%	824
2023 Q4	$231K	Sell	9,843 -832	-8%	-$15.6K	0.01%	814
2023 Q3	$259K	Sell	10,675 -242	-2%	-$5.65K	0.01%	724
2023 Q2	$182K	Buy	+10,917	New	+$153K	0.01%	851

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