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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 $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Securities Group's RIVN Position: Q1 2026 in Review

Summit Securities Group opened a new position in Rivian (RIVN) in Q1 2026: 684 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in RIVN as recently as Q1 2025.

Summit Securities Group first reported a position in RIVN in Q3 2023 and has held it in 7 quarters since. The position peaked at $82K in Q1 2024. 805 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • Summit Securities Group held 684 shares of Rivian worth $10.3K as of Q1 2026.
  • Rivian was a new Summit Securities Group position in Q1 2026.
  • Rivian made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #665 holding.
  • Summit Securities Group first reported a position in Rivian in Q3 2023 and has held it in 7 quarters since.
  • Summit Securities Group's Rivian position peaked at $82K in Q1 2024.
  • 805 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.