Concurrent Investment Advisors’s Rivian RIVN Stock Holding History

Concurrent Investment Advisors’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	$244K	Buy	16,339 +5,139	+46%	+$83.3K	﹤0.01%	2027
2026 Q2	$194K	Sell	11,200 -17,471	-61%	-$272K	﹤0.01%	1955
2026 Q1	$431K	Buy	28,671 +5,116	+22%	+$81.8K	﹤0.01%	1289
2025 Q4	$464K	Sell	23,555 -6,168	-21%	-$97.9K	0.01%	1179
2025 Q3	$436K	Buy	29,723 +9,469	+47%	+$127K	0.01%	973
2025 Q2	$278K	Buy	20,254 +5,287	+35%	+$71.7K	0.01%	1094
2025 Q1	$186K	Sell	14,967 -3,769	-20%	-$47.4K	﹤0.01%	1139
2024 Q4	$249K	Buy	18,736 +621	+3%	+$7.15K	0.01%	898
2024 Q3	$203K	Sell	18,115 -1,791	-9%	-$25.7K	0.01%	937
2024 Q2	$267K	Buy	19,906 +5,054	+34%	+$52.8K	0.01%	781
2024 Q1	$163K	Buy	14,852 +6,913	+87%	+$99.6K	0.01%	828
2023 Q4	$186K	Buy	+7,939	New	+$149K	0.01%	781

Other funds holding RIVN

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GAA

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

EPW

Elevated Private Wealth Brookfield, Wisconsin $134M AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Concurrent Investment Advisors's RIVN Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Rivian (RIVN) stake by 46% in Q3 2026, buying an estimated $83.3K and bringing the position to 16,339 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Concurrent Investment Advisors first reported a position in RIVN in Q4 2023 and has held it in 12 quarters since. The position peaked at $464K in Q4 2025. 91 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

Concurrent Investment Advisors held 16,339 shares of Rivian worth $244K as of Q3 2026.
Concurrent Investment Advisors bought 5,139 Rivian shares in Q3 2026, an estimated $83.3K.
Rivian made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2027 holding.
Concurrent Investment Advisors first reported a position in Rivian in Q4 2023 and has held it in 12 quarters since.
Concurrent Investment Advisors's Rivian position peaked at $464K in Q4 2025.
91 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.