Kestra Advisory Services’s Rivian RIVN Stock Holding History

Kestra Advisory Services’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	$1.36M	Buy	91,146 +5,916	+7%	+$95.9K	﹤0.01%	1741
2026 Q2	$1.48M	Sell	85,230 -23,130	-21%	-$361K	﹤0.01%	1547
2026 Q1	$1.63M	Buy	108,360 +31,837	+42%	+$509K	0.01%	1429
2025 Q4	$1.51M	Buy	76,523 +6,924	+10%	+$110K	0.01%	1391
2025 Q3	$1.02M	Sell	69,599 -2,837	-4%	-$38K	﹤0.01%	1573
2025 Q2	$995K	Buy	72,436 +10,716	+17%	+$145K	﹤0.01%	1480
2025 Q1	$768K	Sell	61,720 -6,851	-10%	-$86.2K	﹤0.01%	1551
2024 Q4	$912K	Buy	68,571 +9,605	+16%	+$111K	0.01%	1476
2024 Q3	$662K	Sell	58,966 -25,566	-30%	-$367K	﹤0.01%	1584
2024 Q2	$1.13M	Sell	84,532 -12,233	-13%	-$128K	0.01%	1245
2024 Q1	$1.06M	Buy	96,765 +12,932	+15%	+$186K	0.01%	1204
2023 Q4	$1.97M	Buy	83,833 +49,617	+145%	+$933K	0.02%	797
2023 Q3	$831K	Sell	34,216 -46,956	-58%	-$1.1M	0.01%	1090
2023 Q2	$1.35M	Sell	81,172 -914	-1%	-$12.8K	0.01%	844
2023 Q1	$1.27M	Buy	82,086 +44,934	+121%	+$759K	0.01%	831
2022 Q4	$685K	Sell	37,152 -4,099	-10%	-$121K	0.01%	1227
2022 Q3	$1.36M	Buy	41,251 +9,282	+29%	+$316K	0.01%	826
2022 Q2	$823K	Buy	31,969 +6,985	+28%	+$218K	0.01%	1073
2022 Q1	$1.26M	Buy	24,984 +9,987	+67%	+$608K	0.01%	856
2021 Q4	$1.56M	Buy	+14,997	New	+$1.73M	0.02%	787

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Kestra Advisory Services's RIVN Position: Q3 2026 in Review

Kestra Advisory Services increased its Rivian (RIVN) stake by 6.9% in Q3 2026, buying an estimated $95.9K and bringing the position to 91,146 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Kestra Advisory Services first reported a position in RIVN in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.97M in Q4 2023. 353 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

Kestra Advisory Services held 91,146 shares of Rivian worth $1.36M as of Q3 2026.
Kestra Advisory Services bought 5,916 Rivian shares in Q3 2026, an estimated $95.9K.
Rivian made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1741 holding.
Kestra Advisory Services first reported a position in Rivian in Q4 2021 and has held it in 20 quarters since.
Kestra Advisory Services's Rivian position peaked at $1.97M in Q4 2023.
353 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.