Capital Advisors Ltd’s Rivian RIVN Stock Holding History

Capital Advisors Ltd’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	$9K	Buy	508 +466	+1,110%	+$7.27K	﹤0.01%	882
2026 Q1	$1K	Hold	42	–	–	﹤0.01%	1281
2025 Q4	$1K	Hold	42	–	–	﹤0.01%	1269
2025 Q3	$1K	Hold	42	–	–	﹤0.01%	1273
2025 Q2	$1K	Hold	42	–	–	﹤0.01%	1256
2025 Q1	$1K	Hold	42	–	–	﹤0.01%	1256
2024 Q4	$1K	Sell	42 -796	-95%	-$9.16K	﹤0.01%	1285
2024 Q3	$9K	Hold	838	–	–	﹤0.01%	802
2024 Q2	$11K	Sell	838 -298	-26%	-$3.11K	﹤0.01%	738
2024 Q1	$12K	Hold	1,136	–	–	﹤0.01%	686
2023 Q4	$27K	Hold	1,136	–	–	﹤0.01%	524
2023 Q3	$28K	Hold	1,136	–	–	﹤0.01%	498
2023 Q2	$19K	Buy	+1,136	New	+$15.9K	﹤0.01%	586
2022 Q4	–	Sell	-49	Closed	-$2K	–	1568
2022 Q3	$2K	Buy	49 +26	+113%	+$886	﹤0.01%	897
2022 Q2	$1K	Buy	+23	New	+$718	﹤0.01%	872

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

Capital Advisors Ltd's RIVN Position: Q2 2026 in Review

Capital Advisors Ltd increased its Rivian (RIVN) stake by 1,110% in Q2 2026, buying an estimated $7.27K and bringing the position to 508 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Capital Advisors Ltd first reported a position in RIVN in Q2 2022 and has held it in 15 quarters since. The position peaked at $28K in Q3 2023. 99 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Capital Advisors Ltd held 508 shares of Rivian worth $9K as of Q2 2026.
Capital Advisors Ltd bought 466 Rivian shares in Q2 2026, an estimated $7.27K.
Rivian made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #882 holding.
Capital Advisors Ltd first reported a position in Rivian in Q2 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Rivian position peaked at $28K in Q3 2023.
99 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.