Root Financial Partners
RIVN icon

Root Financial Partners’s Rivian RIVN Stock Holding History

Root Financial Partners’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 		$57.4K Buy
+3,839
New +$62.3K ﹤0.01% 1014
2026
Q2 		– Sell
-3,954
Closed -$59.5K – 2560
2026
Q1 		$59.5K Buy
3,954
+308
+8% +$4.92K ﹤0.01% 798
2025
Q4 		$71.9K Buy
3,646
+563
+18% +$8.94K ﹤0.01% 587
2025
Q3 		$45.3K Buy
+3,083
New +$41.3K ﹤0.01% 703

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Vanguard Capital Management
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Vanguard Portfolio Management
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's RIVN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Rivian (RIVN) in Q3 2026: 3,839 shares worth $57.4K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RIVN as recently as Q1 2026.

Root Financial Partners first reported a position in RIVN in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.9K in Q4 2025. 698 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

  • Root Financial Partners held 3,839 shares of Rivian worth $57.4K as of Q3 2026.
  • Rivian was a new Root Financial Partners position in Q3 2026.
  • Rivian made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1014 holding.
  • Root Financial Partners first reported a position in Rivian in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Rivian position peaked at $71.9K in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.