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Kelleher Financial Advisors’s Rivian RIVN Stock Holding History

Kelleher 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 		$536 Hold
39
– – ﹤0.01% 664
2025
Q4 		$769 Hold
39
– – ﹤0.01% 672
2025
Q3 		$573 Buy
+39
New +$523 ﹤0.01% 619

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
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

Kelleher Financial Advisors's RIVN Position: Q1 2026 in Review

Kelleher Financial Advisors held its Rivian (RIVN) position steady in Q1 2026 at 39 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Kelleher Financial Advisors first reported a position in RIVN in Q3 2025 and has held it in 3 quarters since. The position peaked at $769 in Q4 2025. 805 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • Kelleher Financial Advisors held 39 shares of Rivian worth $536 as of Q1 2026.
  • Kelleher Financial Advisors left its Rivian share count unchanged in Q1 2026.
  • Rivian made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #664 holding.
  • Kelleher Financial Advisors first reported a position in Rivian in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Rivian position peaked at $769 in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.