Jones Financial Companies’s Rivian RIVN Stock Holding History

Jones Financial Companies’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	$1.16M	Buy	78,759 +15,194	+24%	+$243K	﹤0.01%	1657
2025 Q4	$1.25M	Sell	63,565 -3,115	-5%	-$49.4K	﹤0.01%	1147
2025 Q3	$1.04M	Buy	66,680 +8,946	+15%	+$120K	﹤0.01%	1119
2025 Q2	$785K	Buy	57,734 +15,047	+35%	+$204K	﹤0.01%	1105
2025 Q1	$530K	Buy	42,687 +17,485	+69%	+$220K	﹤0.01%	1105
2024 Q4	$335K	Buy	25,202 +12,014	+91%	+$138K	﹤0.01%	1149
2024 Q3	$153K	Buy	13,188 +8,079	+158%	+$116K	﹤0.01%	1242
2024 Q2	$68.6K	Buy	5,109 +3,798	+290%	+$39.7K	﹤0.01%	1154
2024 Q1	$14.4K	Buy	+1,311	New	+$18.9K	﹤0.01%	986
2023 Q1	–	Sell	-36	Closed	-$1K	–	745
2022 Q4	$1K	Buy	+36	New	+$1.06K	﹤0.01%	700

Other funds holding RIVN

ACI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies's RIVN Position: Q1 2026 in Review

Jones Financial Companies increased its Rivian (RIVN) stake by 24% in Q1 2026, buying an estimated $243K and bringing the position to 78,759 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Jones Financial Companies first reported a position in RIVN in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 805 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

Jones Financial Companies held 78,759 shares of Rivian worth $1.16M as of Q1 2026.
Jones Financial Companies bought 15,194 Rivian shares in Q1 2026, an estimated $243K.
Rivian made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1657 holding.
Jones Financial Companies first reported a position in Rivian in Q4 2022 and has held it in 10 quarters since.
Jones Financial Companies's Rivian position peaked at $1.25M in Q4 2025.
805 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.