JFS Wealth Advisors’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.6K Buy
786
+58
+8% +$905 ﹤0.01% 877
2026
Q1
$11K Buy
728
+30
+4% +$480 ﹤0.01% 915
2025
Q4
$13.8K Buy
698
+271
+63% +$4.3K ﹤0.01% 870
2025
Q3
$6.27K Buy
427
+117
+38% +$1.57K ﹤0.01% 1039
2025
Q2
$4.26K Buy
310
+31
+11% +$421 ﹤0.01% 1133
2025
Q1
$3.47K Buy
279
+4
+1% +$50 ﹤0.01% 1275
2024
Q4
$3.66K Sell
275
-12
-4% -$138 ﹤0.01% 1241
2024
Q3
$3.22K Buy
287
+1
+0.3% +$14 ﹤0.01% 1288
2024
Q2
$3.84K Sell
286
-14
-5% -$146 ﹤0.01% 1174
2024
Q1
$3.29K Buy
300
+7
+2% +$101 ﹤0.01% 1260
2023
Q4
$6.87K Buy
293
+18
+7% +$338 ﹤0.01% 929
2023
Q3
$6.68K Hold
275
﹤0.01% 874
2023
Q2
$4.58K Hold
275
﹤0.01% 1047
2023
Q1
$4.26K Hold
275
﹤0.01% 1061
2022
Q4
$5.07K Sell
275
-1,012
-79% -$29.8K ﹤0.01% 987
2022
Q3
$42K Hold
1,287
﹤0.01% 413
2022
Q2
$33K Buy
1,287
+825
+179% +$25.8K ﹤0.01% 482
2022
Q1
$23K Buy
462
+162
+54% +$9.86K ﹤0.01% 568
2021
Q4
$31K Buy
+300
New +$34.6K ﹤0.01% 498

Other funds holding RIVN

JFS Wealth Advisors's RIVN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Rivian (RIVN) stake by 8% in Q2 2026, buying an estimated $905 and bringing the position to 786 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

JFS Wealth Advisors first reported a position in RIVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $42K in Q3 2022. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • JFS Wealth Advisors held 786 shares of Rivian worth $13.6K as of Q2 2026.
  • JFS Wealth Advisors bought 58 Rivian shares in Q2 2026, an estimated $905.
  • Rivian made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #877 holding.
  • JFS Wealth Advisors first reported a position in Rivian in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Rivian position peaked at $42K in Q3 2022.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.