Riverview Trust Co
CIK: 1593600SEC EDGAR →
Portfolio Value
$40.5B
Holdings
166
As of
Q2 2026
New Positions
199
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Fidelity Municipal Bond Index ETF | 289,629 | $14.6B | 36.01% |
| 2 | iShares Core MSCI EAFE ETF | 146,064 | $14.1B | 34.80% |
| 3 | Vanguard FTSE Developed Markets ETF | 48,354 | $3.4B | 8.50% |
| 4 | iShares Core US Aggregate Bond ETF | 21,200 | $2.1B | 5.18% |
| 5 | VANGUARD MRNGSTR MID CAP ETF | 15,624 | $1.3B | 3.11% |
| 6 | Vanguard Total Int'l Stock ETF | 7,239 | $618.9M | 1.53% |
| 7 | Public Service Enterprise Group Inc | 5,515 | $447.6M | 1.10% |
| 8 | Paychex Inc | 3,279 | $322.4M | 0.80% |
| 9 | Abbott Laboratories | 3,251 | $295.0M | 0.73% |
| 10 | iShares Core MSCI Emerging Markets ETF | 3,526 | $292.1M | 0.72% |
Quarterly Changes
New Positions (5)
Closed Positions (41)
$501.4M · 6K shares
$33.9M · 610 shares
$28.0M · 335 shares
$22.5M · 275 shares
$22.2M · 461 shares
$20.4M · 210 shares
$19.1M · 220 shares
$17.1M · 175 shares
$13.1M · 348 shares
$10.9M · 223 shares
$9.0M · 321 shares
$7.7M · 125 shares
$7.5M · 105 shares
$7.5M · 115 shares
$5.2M · 76 shares
$5.1M · 224 shares
$4.5M · 61 shares
$4.1M · 49 shares
$3.3M · 56 shares
$3.3M · 35 shares
$3.2M · 44 shares
$3.0M · 32 shares
$2.6M · 96 shares
$2.2M · 257 shares
$527K · 39 shares
$452K · 66 shares
$419K · 2K shares
$202K · 10 shares
$114K · 19 shares
$71K · 8 shares
$60K · 265 shares
$57K · 170 shares
$49K · 435 shares
$41K · 332 shares
$29K · 140 shares
$28K · 104 shares
$25K · 55 shares
$22K · 109 shares
$19K · 95 shares
$15K · 55 shares
$6K · 48 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $23.3B | 57.6% |
| Unknown | 15 | $14.2B | 34.9% |
| Utilities | 7 | $762.5M | 1.9% |
| Industrials | 21 | $654.1M | 1.6% |
| Energy | 9 | $528.9M | 1.3% |
| Healthcare | 12 | $371.4M | 0.9% |
| Consumer Defensive | 9 | $362.7M | 0.9% |
| Communication Services | 10 | $282.7M | 0.7% |
| Basic Materials | 5 | $47.5M | 0.1% |
| Technology | 16 | $15.1M | 0.0% |
| Real Estate | 2 | $13.3M | 0.0% |
| Consumer Cyclical | 12 | $9.7M | 0.0% |