Regal Investment Advisors’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
$628K Buy
36,171
+380
+1% +$5.93K 0.03% 420
2026
Q1
$539K Sell
35,791
-1,476
-4% -$23.6K 0.03% 412
2025
Q4
$735K Sell
37,267
-428
-1% -$6.79K 0.04% 347
2025
Q3
$553K Buy
37,695
+532
+1% +$7.13K 0.04% 362
2025
Q2
$511K Sell
37,163
-4,082
-10% -$55.4K 0.04% 343
2025
Q1
$514K Buy
41,245
+22,960
+126% +$289K 0.04% 323
2024
Q4
$243K Sell
18,285
-811
-4% -$9.33K 0.02% 443
2024
Q3
$214K Sell
19,096
-397
-2% -$5.7K 0.02% 480
2024
Q2
$262K Buy
19,493
+1,281
+7% +$13.4K 0.02% 488
2024
Q1
$199K Buy
18,212
+6,354
+54% +$91.6K 0.01% 556
2023
Q4
$278K Buy
+11,858
New +$223K 0.02% 434

Other funds holding RIVN

Regal Investment Advisors's RIVN Position: Q2 2026 in Review

Regal Investment Advisors increased its Rivian (RIVN) stake by 1.1% in Q2 2026, buying an estimated $5.93K and bringing the position to 36,171 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #420.

Regal Investment Advisors first reported a position in RIVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $735K in Q4 2025. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Regal Investment Advisors held 36,171 shares of Rivian worth $628K as of Q2 2026.
  • Regal Investment Advisors bought 380 Rivian shares in Q2 2026, an estimated $5.93K.
  • Rivian made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #420 holding.
  • Regal Investment Advisors first reported a position in Rivian in Q4 2023 and has held it in 11 quarters since.
  • Regal Investment Advisors's Rivian position peaked at $735K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.