NFG
RIV

Nations Financial Group’s RiverNorth Opportunities Fund RIV Stock Holding History

Nations Financial Group’s Portfolio RIV Stock Details RIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$962K Sell
86,686
-1,166
-1% -$13.7K 0.05% 379
2025
Q4 		$1.03M Sell
87,852
-315
-0.4% -$3.67K 0.05% 349
2025
Q3 		$1.06M Buy
88,167
+79
+0.1% +$970 0.07% 307
2025
Q2 		$1.08M Sell
88,088
-1,321
-1% -$15.5K 0.07% 273
2025
Q1 		$1.05M Buy
89,409
+2,097
+2% +$25.3K 0.08% 265
2024
Q4 		$1M Sell
87,312
-1,530
-2% -$19.1K 0.07% 275
2024
Q3 		$1.15M Sell
88,842
-834
-0.9% -$10.3K 0.08% 252
2024
Q2 		$1.1M Buy
89,676
+1,226
+1% +$14.7K 0.09% 243
2024
Q1 		$1.06M Hold
88,450
– – 0.09% 249
2023
Q4 		$972K Buy
88,450
+18,932
+27% +$199K 0.09% 252
2023
Q3 		$731K Sell
69,518
-8,068
-10% -$90.6K 0.07% 282
2023
Q2 		$888K Buy
77,586
+2,698
+4% +$30.1K 0.09% 262
2023
Q1 		$851K Buy
74,888
+5,608
+8% +$66.5K 0.09% 257
2022
Q4 		$851K Buy
69,280
+14
+0% +$174 0.1% 246
2022
Q3 		$844K Buy
69,266
+3,257
+5% +$46.1K 0.12% 196
2022
Q2 		$932K Buy
66,009
+3,312
+5% +$48.3K 0.13% 202
2022
Q1 		$1M Buy
62,697
+1,555
+3% +$25K 0.12% 192
2021
Q4 		$975K Buy
61,142
+6,175
+11% +$105K 0.13% 176
2021
Q3 		$934K Buy
54,967
+11,945
+28% +$216K 0.14% 173
2021
Q2 		$790K Buy
43,022
+1,644
+4% +$29.3K 0.13% 191
2021
Q1 		$722K Sell
41,378
-876
-2% -$15K 0.16% 168
2020
Q4 		$680K Buy
42,254
+2,128
+5% +$31.7K 0.18% 150
2020
Q3 		$575K Buy
40,126
+1,063
+3% +$16K 0.18% 154
2020
Q2 		$580K Buy
39,063
+288
+0.7% +$3.91K 0.21% 141
2020
Q1 		$482K Buy
38,775
+2,750
+8% +$42.4K 0.21% 148
2019
Q4 		$588K Buy
36,025
+4,829
+15% +$79K 0.2% 153
2019
Q3 		$501K Buy
31,196
+12,102
+63% +$204K 0.18% 171
2019
Q2 		$320K Buy
+19,094
New +$318K 0.21% 127

Other funds holding RIV

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nations Financial Group's RIV Position: Q1 2026 in Review

Nations Financial Group reduced its RiverNorth Opportunities Fund (RIV) stake by 1.3% in Q1 2026, selling an estimated $13.7K and leaving 86,686 shares worth $962K. The position accounts for 0.05% of the portfolio, ranked #379.

Nations Financial Group first reported a position in RIV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.15M in Q3 2024. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

  • Nations Financial Group held 86,686 shares of RiverNorth Opportunities Fund worth $962K as of Q1 2026.
  • Nations Financial Group sold 1,166 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $13.7K.
  • RiverNorth Opportunities Fund made up 0.05% of Nations Financial Group's portfolio in Q1 2026, its #379 holding.
  • Nations Financial Group first reported a position in RiverNorth Opportunities Fund in Q2 2019 and has held it in 28 quarters since.
  • Nations Financial Group's RiverNorth Opportunities Fund position peaked at $1.15M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.