Compass Financial Management
RIVN icon

Compass Financial Management’s Rivian RIVN Stock Holding History

Compass Financial 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
Q3 		$1.79K Hold
120
– – ﹤0.01% 1470
2026
Q2 		$1.89K Buy
+120
New +$1.87K ﹤0.01% 1322

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Baillie Gifford & Co
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JP Morgan Chase
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State Street
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Capital World Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Compass Financial Management's RIVN Position: Q3 2026 in Review

Compass Financial Management held its Rivian (RIVN) position steady in Q3 2026 at 120 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Compass Financial Management first reported a position in RIVN in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.89K in Q2 2026. 698 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

  • Compass Financial Management held 120 shares of Rivian worth $1.79K as of Q3 2026.
  • Compass Financial Management left its Rivian share count unchanged in Q3 2026.
  • Rivian made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1470 holding.
  • Compass Financial Management first reported a position in Rivian in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Rivian position peaked at $1.89K in Q2 2026.
  • 698 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.