Perigon Wealth Management
RIVN icon

Perigon Wealth Management’s Rivian RIVN Stock Holding History

Perigon Wealth Management’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 		$842K Buy
56,369
+6,827
+14% +$111K 0.01% 664
2026
Q2 		$860K Buy
49,542
+8,337
+20% +$130K 0.01% 648
2026
Q1 		$620K Buy
41,205
+6,060
+17% +$96.9K 0.01% 697
2025
Q4 		$693K Buy
35,145
+20,228
+136% +$321K 0.01% 664
2025
Q3 		$219K Sell
14,917
-478
-3% -$6.4K ﹤0.01% 1109
2025
Q2 		$212K Sell
15,395
-694
-4% -$9.42K ﹤0.01% 989
2025
Q1 		$200K Buy
16,089
+2,467
+18% +$31K 0.01% 975
2024
Q4 		$197K Sell
13,622
-271
-2% -$3.12K ﹤0.01% 989
2024
Q3 		$156K Sell
13,893
-575
-4% -$8.26K ﹤0.01% 957
2024
Q2 		$194K Sell
14,468
-634
-4% -$6.62K 0.01% 819
2024
Q1 		$165K Buy
15,102
+105
+0.7% +$1.51K 0.01% 820
2023
Q4 		$352K Buy
14,997
+319
+2% +$6K 0.01% 610
2023
Q3 		$356K Sell
14,678
-1,246
-8% -$29.1K 0.01% 531
2023
Q2 		$265K Sell
15,924
-2,620
-14% -$36.6K 0.01% 650
2023
Q1 		$287K Buy
18,544
+2,896
+19% +$48.9K 0.02% 552
2022
Q4 		$288K Buy
15,648
+7,704
+97% +$227K 0.02% 539
2022
Q3 		$261K Buy
7,944
+9
+0.1% +$307 0.02% 462
2022
Q2 		$204K Buy
+7,935
New +$248K 0.02% 538

Other funds holding RIVN

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Udine Wealth Management
Udine Wealth Management Boca Raton, Florida $253M AUM 20.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Perigon Wealth Management's RIVN Position: Q3 2026 in Review

Perigon Wealth Management increased its Rivian (RIVN) stake by 14% in Q3 2026, buying an estimated $111K and bringing the position to 56,369 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #664.

Perigon Wealth Management first reported a position in RIVN in Q2 2022 and has held it in 18 quarters since. The position peaked at $860K in Q2 2026. 198 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

  • Perigon Wealth Management held 56,369 shares of Rivian worth $842K as of Q3 2026.
  • Perigon Wealth Management bought 6,827 Rivian shares in Q3 2026, an estimated $111K.
  • Rivian made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #664 holding.
  • Perigon Wealth Management first reported a position in Rivian in Q2 2022 and has held it in 18 quarters since.
  • Perigon Wealth Management's Rivian position peaked at $860K in Q2 2026.
  • 198 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.