PFG Investments’s Rivian RIVN Stock Holding History

PFG Investments’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	$203K	Sell	13,504 -398	-3%	-$6.36K	0.01%	1059
2025 Q4	$274K	Sell	13,902 -574	-4%	-$9.11K	0.01%	858
2025 Q3	$213K	Sell	14,476 -240	-2%	-$3.22K	0.01%	941
2025 Q2	$202K	Buy	+14,716	New	+$200K	0.01%	912
2024 Q4	–	Sell	-10,141	Closed	-$114K	–	1068
2024 Q3	$114K	Sell	10,141 -7,094	-41%	-$102K	0.01%	940
2024 Q2	$231K	Sell	17,235 -717	-4%	-$7.49K	0.02%	763
2024 Q1	$197K	Buy	17,952 +5,754	+47%	+$82.9K	0.01%	918
2023 Q4	$286K	Sell	12,198 -248	-2%	-$4.66K	0.05%	361
2023 Q3	$302K	Buy	12,446 +934	+8%	+$21.8K	0.06%	347
2023 Q2	$192K	Buy	11,512 +1,409	+14%	+$19.7K	0.03%	470
2023 Q1	$156K	Buy	+10,103	New	+$171K	0.03%	449

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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