NBC Securities’s Rivian RIVN Stock Holding History

NBC Securities’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	$853K	Hold	56,709	–	–	0.06%	320
2025 Q4	$1.12M	Sell	56,709 -315	-0.6%	-$5K	0.08%	252
2025 Q3	$837K	Hold	57,024	–	–	0.06%	328
2025 Q2	$783K	Sell	57,024 -182	-0.3%	-$2.47K	0.06%	339
2025 Q1	$712K	Buy	57,206 +57,153	+107,836%	+$719K	0.06%	329
2024 Q4	$715	Sell	53 -54,690	-100%	-$629K	0.07%	326
2024 Q3	$614K	Buy	54,743 +616	+1%	+$8.85K	0.05%	398
2024 Q2	$726K	Buy	54,127 +53,130	+5,329%	+$555K	0.07%	317
2024 Q1	$11K	Buy	997 +406	+69%	+$5.85K	﹤0.01%	1699
2023 Q4	$13K	Hold	591	–	–	﹤0.01%	1624
2023 Q3	$14K	Buy	+591	New	+$13.8K	﹤0.01%	1601

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Baillie Gifford & Co

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 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