Trellis Advisors’s Riverview Bancorp RVSB Stock Holding History

Trellis Advisors’s Portfolio RVSB Stock Details RVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25,000	Closed	-$139K	–	57
2023 Q3	$139K	Hold	25,000	–	–	0.06%	88
2023 Q2	$126K	Hold	25,000	–	–	0.06%	90
2023 Q1	$134K	Hold	25,000	–	–	0.06%	87
2022 Q4	$192K	Buy	+25,000	New	+$177K	0.1%	85

Other funds holding RVSB

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Trellis Advisors's RVSB Position: Q4 2023 in Review

Trellis Advisors sold out of Riverview Bancorp (RVSB) in Q4 2023, closing a stake of 25,000 shares — an estimated $139K sold.

Trellis Advisors first reported a position in RVSB in Q4 2022 and held it in 4 quarters. The position peaked at $192K in Q4 2022. 53 funds tracked by Wall St. Rank hold RVSB as of Q4 2023.

Trellis Advisors reported no remaining Riverview Bancorp position as of Q4 2023 after selling out during the quarter.
Trellis Advisors sold 25,000 Riverview Bancorp shares in Q4 2023, an estimated $139K.
Trellis Advisors first reported a position in Riverview Bancorp in Q4 2022 and held it in 4 quarters.
Trellis Advisors's Riverview Bancorp position peaked at $192K in Q4 2022.
53 funds tracked by Wall St. Rank held Riverview Bancorp as of Q4 2023.

Based on Trellis Advisors's 13F filing for Q4 2023.