Forvis Mazars Wealth Advisors’s Rivian RIVN Stock Holding History

Forvis Mazars Wealth 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	$172K	Hold	11,523	–	–	﹤0.01%	424
2026 Q2	$200K	Hold	11,523	–	–	﹤0.01%	430
2026 Q1	$173K	Hold	11,523	–	–	﹤0.01%	397
2025 Q4	$227K	Buy	11,523 +36	+0.3%	+$571	﹤0.01%	387
2025 Q3	$169K	Sell	11,487 -2,986	-21%	-$40K	﹤0.01%	400
2025 Q2	$199K	Buy	14,473 +1,100	+8%	+$14.9K	﹤0.01%	392
2025 Q1	$166K	Buy	+13,373	New	+$168K	﹤0.01%	386

Other funds holding RIVN

MSV

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

FFA

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

IFG

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

ZCI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Forvis Mazars Wealth Advisors's RIVN Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its Rivian (RIVN) position steady in Q3 2026 at 11,523 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Forvis Mazars Wealth Advisors first reported a position in RIVN in Q1 2025 and has held it in 7 quarters since. The position peaked at $227K in Q4 2025. 61 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

Forvis Mazars Wealth Advisors held 11,523 shares of Rivian worth $172K as of Q3 2026.
Forvis Mazars Wealth Advisors left its Rivian share count unchanged in Q3 2026.
Rivian made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #424 holding.
Forvis Mazars Wealth Advisors first reported a position in Rivian in Q1 2025 and has held it in 7 quarters since.
Forvis Mazars Wealth Advisors's Rivian position peaked at $227K in Q4 2025.
61 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.