West Branch Capital’s Rivian RIVN Stock Holding History

West Branch Capital’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	$15.7K	Hold	902	–	–	﹤0.01%	208
2026 Q1	$13.6K	Hold	902	–	–	﹤0.01%	208
2025 Q4	$17.8K	Hold	902	–	–	﹤0.01%	204
2025 Q3	$13.2K	Hold	902	–	–	﹤0.01%	238
2025 Q2	$12.4K	Hold	902	–	–	﹤0.01%	247
2025 Q1	$11.2K	Hold	902	–	–	﹤0.01%	271
2024 Q4	$12K	Sell	902 -5	-0.6%	-$58	﹤0.01%	253
2024 Q3	$10.2K	Buy	907 +5	+0.6%	+$72	﹤0.01%	273
2024 Q2	$12.1K	Hold	902	–	–	﹤0.01%	257
2024 Q1	$9.88K	Hold	902	–	–	﹤0.01%	276
2023 Q4	$21.2K	Sell	902 -1,500	-62%	-$28.2K	0.01%	215
2023 Q3	$58.3K	Hold	2,402	–	–	0.03%	149
2023 Q2	$40K	Hold	2,402	–	–	0.02%	177
2023 Q1	$37.2K	Buy	2,402 +902	+60%	+$15.2K	0.02%	190
2022 Q4	$27.6K	Sell	1,500 -1,500	-50%	-$44.2K	0.02%	200
2022 Q3	$99K	Hold	3,000	–	–	0.06%	117
2022 Q2	$77K	Buy	3,000 +2,000	+200%	+$62.5K	0.04%	142
2022 Q1	$50K	Hold	1,000	–	–	0.02%	186
2021 Q4	$104K	Buy	+1,000	New	+$115K	0.04%	138

Other funds holding RIVN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

West Branch Capital's RIVN Position: Q2 2026 in Review

West Branch Capital held its Rivian (RIVN) position steady in Q2 2026 at 902 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

West Branch Capital first reported a position in RIVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $104K in Q4 2021. 122 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

West Branch Capital held 902 shares of Rivian worth $15.7K as of Q2 2026.
West Branch Capital left its Rivian share count unchanged in Q2 2026.
Rivian made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #208 holding.
West Branch Capital first reported a position in Rivian in Q4 2021 and has held it in 19 quarters since.
West Branch Capital's Rivian position peaked at $104K in Q4 2021.
122 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.