Summit Securities Group’s Rivian RIVN Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-25,000	Closed	-$587K	–	820
2023 Q4	$587K	Hold	25,000	–	–	0.05%	176
2023 Q3	$607K	Buy	+25,000	New	+$584K	0.06%	112

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Summit Securities Group's RIVN Position: Q2 2026 in Review

Summit Securities Group sold out of Rivian (RIVN) in Q2 2026, closing a stake of 684 shares — an estimated $10.3K sold.

Summit Securities Group first reported a position in RIVN in Q3 2023 and held it in 7 quarters. The position peaked at $82K in Q1 2024. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Summit Securities Group reported no remaining Rivian position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 684 Rivian shares in Q2 2026, an estimated $10.3K.
Summit Securities Group first reported a position in Rivian in Q3 2023 and held it in 7 quarters.
Summit Securities Group's Rivian position peaked at $82K in Q1 2024.
825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.