Q2 2026 13F · SEC CIK 1593600
Riverview Trust Co
Bank & trustFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $83.9M
- Reported positions
- 165
- Top holdings a year, 3 yrs
- +17.7%
- Average holding period
- 4.5 yrs
Riverview Trust Co is a bank & trust that reported 165 positions worth $83.9M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Fidelity Merrimack Str Tr (FMUN, 17.4%), Ishares Tr (IEFA, 16.8%), Vanguard Index Fds (VV, 7.2%). A portfolio copying its top holdings returned 17.7% a year over the last 3 years, against 20.4% for the S&P 500.
Riverview Trust Co holdings largest 50 of 165 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Riverview Trust Co bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- KLAC Kla Corp+900.0% shares
- VO Vanguard Index Fds+300.0% shares
Reduced
- GOOG Alphabet Inc-33.3% shares
- AMZN Amazon Com Inc-21.2% shares
- VB Vanguard Index Fds-21.0% shares
- ABBV Abbvie Inc-18.8% shares
- AGG Ishares Tr-17.9% shares
- FMUN Fidelity Merrimack Str Tr-17.6% shares
- IEFA Ishares Tr-7.1% shares
- AAPL Apple Inc-6.0% shares
Left the top 50
- IDEV Ishares Trwas 0.6%
- VFMO Vanguard Wellington Fdwas 0.5%
- CVX Chevron Corporationwas 0.4%
- T At&t Incwas 0.3%
- GS Goldman Sachs Group Incwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +17.0% /yr
- S&P 500 +20.1%
- 3 years
- +17.7% /yr
- S&P 500 +20.4%
- 5 years
- +10.8% /yr
- S&P 500 +14.8%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $83.9M | 165 |
| Q1 2026 | $81.2M | 201 |
| Q4 2025 | $83.1M | 218 |
| Q3 2025 | $82.8M | 204 |
| Q2 2025 | $80.3M | 224 |
| Q1 2025 | $101.3M | 594 |
| Q4 2024 | $110.0M | 820 |
| Q3 2024 | $114.0M | 821 |
| Q2 2024 | $105.5M | 624 |
| Q1 2024 | $129.7M | 644 |
| Q4 2023 | $98.3M | 99 |
| Q3 2023 | $112.8M | 673 |
Questions about Riverview Trust Co's portfolio
What stocks does Riverview Trust Co own?
Riverview Trust Co's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 165 positions worth $83.9M. The largest are Fidelity Merrimack Str Tr (FMUN) at 17.4%, Ishares Tr (IEFA) at 16.8%, Vanguard Index Fds (VV) at 7.2%, Kla Corp (KLAC) at 5.4% and Seagate Technology Hldngs Pl (STX) at 4.4%.
What did Riverview Trust Co buy last quarter?
In Q2 2026, Riverview Trust Co added Kla Corp (KLAC) (+900.0% shares) and Vanguard Index Fds (VO) (+300.0% shares), compared with its Q1 2026 filing.
What did Riverview Trust Co sell last quarter?
In Q2 2026, Riverview Trust Co cut from its top 50 Ishares Tr (IDEV), cut from its top 50 Vanguard Wellington Fd (VFMO), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 At&t Inc (T), cut from its top 50 Goldman Sachs Group Inc (GS), Alphabet Inc (GOOG) (-33.3% shares), Amazon Com Inc (AMZN) (-21.2% shares) and Vanguard Index Fds (VB) (-21.0% shares), compared with its Q1 2026 filing.
How has Riverview Trust Co's portfolio performed?
A portfolio copying Riverview Trust Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.0% against +20.1%. Over 5 years: +10.8% a year against +14.8%.
When is Riverview Trust Co's next 13F filing due?
13F filings are due 45 days after each quarter ends. Riverview Trust Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.