Riverview Trust Co is an institution, managing $64.3M across 201 long positions as of Q3 2025 with 52% ETF concentration, 53% concentrated in top 10 holdings, and 21% allocation to IEFA.
Largest long holdings in Riverview Trust Co's portfolio (53.5% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.6M | 21.08% | +$37.7K Bought | — 155.2K shares | |
ETF ETF | $5.4M | 8.45% | — | — 17.6K shares | |
ETF ETF | $2.9M | 4.51% | — | — 48.4K shares | |
ETF ETF | $2.6M | 4.03% | — | — 25.8K shares | |
Software - Infrastructure Technology | $2.4M | 3.77% | — | 0.00% 4.7K shares | |
ETF ETF | $1.7M | 2.61% | — | — 2.7K shares | |
Semiconductors Technology | $1.6M | 2.50% | — | 0.00% 1.5K shares | |
ETF ETF | $1.5M | 2.35% | -$45.6K Sold | — 4.6K shares | |
Semiconductors Technology | $1.4M | 2.24% | — | 0.00% 4.4K shares | |
Banks - Diversified Financial Services | $1.2M | 1.93% | — | 0.00% 3.9K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Riverview Trust Co's latest filing
| Position | Shares Δ |
|---|---|
New | |
+16.48% | |
+0.28% |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Portfolio insights and performance metrics for Riverview Trust Co
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