JNBA Financial Advisors’s Rivian RIVN Stock Holding History

JNBA Financial 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 Q1	$15.9K	Buy	1,055 +705	+201%	+$11.3K	﹤0.01%	439
2025 Q4	$6.9K	Hold	350	–	–	﹤0.01%	529
2025 Q3	$5.14K	Hold	350	–	–	﹤0.01%	549
2025 Q2	$4.81K	Buy	350 +250	+250%	+$3.39K	﹤0.01%	543
2025 Q1	$1.25K	Hold	100	–	–	﹤0.01%	612
2024 Q4	$1.33K	Hold	100	–	–	﹤0.01%	607
2024 Q3	$1.12K	Hold	100	–	–	﹤0.01%	624
2024 Q2	$1.34K	Hold	100	–	–	﹤0.01%	593
2024 Q1	$1.09K	Hold	100	–	–	﹤0.01%	632
2023 Q4	$2.35K	Hold	100	–	–	﹤0.01%	602
2023 Q3	$2.43K	Hold	100	–	–	﹤0.01%	611
2023 Q2	$1.67K	Hold	100	–	–	﹤0.01%	626
2023 Q1	$1.55K	Buy	+100	New	+$1.69K	﹤0.01%	631

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return