Kingswood Wealth Advisors’s Rivian RIVN Stock Holding History

Kingswood Wealth 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
2025 Q4	–	Sell	-15,850	Closed	-$233K	–	905
2025 Q3	$233K	Buy	+15,850	New	+$212K	0.01%	716

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's RIVN Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Rivian (RIVN) in Q4 2025, closing a stake of 15,850 shares — an estimated $233K sold.

Kingswood Wealth Advisors first reported a position in RIVN in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 802 funds tracked by Wall St. Rank hold RIVN as of Q4 2025.

Kingswood Wealth Advisors reported no remaining Rivian position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 15,850 Rivian shares in Q4 2025, an estimated $233K.
Kingswood Wealth Advisors first reported a position in Rivian in Q3 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's Rivian position peaked at $233K in Q3 2025.
802 funds tracked by Wall St. Rank held Rivian as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.