Burkett Financial Services’s Rivian RIVN Stock Holding History

Burkett Financial Services’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 Q3	$747	Hold	50	–	–	﹤0.01%	366
2026 Q2	$867	Hold	50	–	–	﹤0.01%	254
2026 Q1	$752	Hold	50	–	–	﹤0.01%	236
2025 Q4	$985	Hold	50	–	–	﹤0.01%	224
2025 Q3	$734	Sell	50 -325	-87%	-$4.36K	﹤0.01%	213
2025 Q2	$5.15K	Hold	375	–	–	﹤0.01%	168
2025 Q1	$4.67K	Hold	375	–	–	﹤0.01%	192
2024 Q4	$4.99K	Hold	375	–	–	﹤0.01%	159
2024 Q3	$4.21K	Hold	375	–	–	﹤0.01%	160
2024 Q2	$5.03K	Hold	375	–	–	﹤0.01%	152
2024 Q1	$4.11K	Hold	375	–	–	﹤0.01%	162
2023 Q4	$8.8K	Buy	+375	New	+$7.05K	﹤0.01%	141

Other funds holding RIVN

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's RIVN Position: Q3 2026 in Review

Burkett Financial Services held its Rivian (RIVN) position steady in Q3 2026 at 50 shares worth $747. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Burkett Financial Services first reported a position in RIVN in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.8K in Q4 2023. 33 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

Burkett Financial Services held 50 shares of Rivian worth $747 as of Q3 2026.
Burkett Financial Services left its Rivian share count unchanged in Q3 2026.
Rivian made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #366 holding.
Burkett Financial Services first reported a position in Rivian in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Rivian position peaked at $8.8K in Q4 2023.
33 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.