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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
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

Other funds holding RIVN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Root Financial Partners's RIVN Position: Q2 2026 in Review

Root Financial Partners sold out of Rivian (RIVN) in Q2 2026, closing a stake of 3,954 shares — an estimated $59.5K sold.

Root Financial Partners first reported a position in RIVN in Q3 2025 and held it in 3 quarters. The position peaked at $71.9K in Q4 2025. 260 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Root Financial Partners reported no remaining Rivian position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,954 Rivian shares in Q2 2026, an estimated $59.5K.
  • Root Financial Partners first reported a position in Rivian in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Rivian position peaked at $71.9K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.