Sit Investment Associates’s RiverNorth Opportunities Fund RIV Stock Holding History

Sit Investment Associates’s Portfolio RIV Stock Details RIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.7M	Sell	2,498,022 -273,018	-10%	-$3.21M	0.56%	47
2025 Q4	$32.5M	Buy	2,771,040 +2,583,139	+1,375%	+$30.1M	0.64%	37
2025 Q3	$2.25M	Buy	+187,901	New	+$2.31M	0.05%	297
2023 Q4	–	Sell	-254,307	Closed	-$2.67M	–	545
2023 Q3	$2.67M	Sell	254,307 -89,017	-26%	-$999K	0.07%	251
2023 Q2	$3.93M	Sell	343,324 -246,298	-42%	-$2.75M	0.1%	218
2023 Q1	$6.7M	Sell	589,622 -463,969	-44%	-$5.5M	0.18%	162
2022 Q4	$12.9M	Buy	+1,053,591	New	+$13.1M	0.36%	79
2022 Q2	–	Sell	-234,026	Closed	-$3.74M	–	529
2022 Q1	$3.74M	Sell	234,026 -462,294	-66%	-$7.42M	0.1%	236
2021 Q4	$11.1M	Buy	696,320 +663,960	+2,052%	+$11.2M	0.26%	122
2021 Q3	$550K	Buy	+32,360	New	+$585K	0.01%	392
2020 Q4	–	Sell	-10,000	Closed	-$143K	–	542
2020 Q3	$143K	Buy	+10,000	New	+$151K	﹤0.01%	465
2018 Q1	–	Sell	-56,225	Closed	-$1.11M	–	589
2017 Q4	$1.11M	Buy	56,225 +49,756	+769%	+$979K	0.03%	359
2017 Q3	$129K	Buy	+6,469	New	+$131K	﹤0.01%	492

Other funds holding RIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sit Investment Associates's RIV Position: Q1 2026 in Review

Sit Investment Associates reduced its RiverNorth Opportunities Fund (RIV) stake by 9.9% in Q1 2026, selling an estimated $3.21M and leaving 2,498,022 shares worth $27.7M. The position accounts for 0.56% of the portfolio, ranked #47.

Sit Investment Associates first reported a position in RIV in Q3 2017 and has held it in 13 quarters since. The position peaked at $32.5M in Q4 2025. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

Sit Investment Associates held 2,498,022 shares of RiverNorth Opportunities Fund worth $27.7M as of Q1 2026.
Sit Investment Associates sold 273,018 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $3.21M.
RiverNorth Opportunities Fund made up 0.56% of Sit Investment Associates's portfolio in Q1 2026, its #47 holding.
Sit Investment Associates first reported a position in RiverNorth Opportunities Fund in Q3 2017 and has held it in 13 quarters since.
Sit Investment Associates's RiverNorth Opportunities Fund position peaked at $32.5M in Q4 2025.
57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.