PlanVest Financial’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$729 Hold
42
﹤0.01% 555
2026
Q1
$632 Buy
+42
New +$671 ﹤0.01% 529

Other funds holding RIVN

PlanVest Financial's RIVN Position: Q2 2026 in Review

PlanVest Financial held its Rivian (RIVN) position steady in Q2 2026 at 42 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #555.

PlanVest Financial first reported a position in RIVN in Q1 2026 and has held it in 2 quarters since. 768 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • PlanVest Financial held 42 shares of Rivian worth $729 as of Q2 2026.
  • PlanVest Financial left its Rivian share count unchanged in Q2 2026.
  • Rivian made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #555 holding.
  • PlanVest Financial first reported a position in Rivian in Q1 2026 and has held it in 2 quarters since.
  • 768 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.