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 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

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

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burkett Financial Services's RIVN Position: Q2 2026 in Review

Burkett Financial Services held its Rivian (RIVN) position steady in Q2 2026 at 50 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Burkett Financial Services first reported a position in RIVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.8K in Q4 2023. 99 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Burkett Financial Services held 50 shares of Rivian worth $867 as of Q2 2026.
Burkett Financial Services left its Rivian share count unchanged in Q2 2026.
Rivian made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #254 holding.
Burkett Financial Services first reported a position in Rivian in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Rivian position peaked at $8.8K in Q4 2023.
99 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.