Riverview Trust Co

Q1 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
202
Total value ($000)
$81,198
Net value change ($000)
-1,860 (-2.2%)
New positions
11
Sold out positions
28
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STX 446 42.3%
KLAC 384 21.2%
DE 195 21.0%
CSX 192 282.4%
IEFA 184 1.3%
JNJ 110 18.2%
COST 108 15.6%
NSC 105 NEW
COP 92 40.9%
UNP 78 371.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -532 -23.5%
VV -282 -5.1%
BAC -218 -100.0%
FMUN -212 -1.2%
WFC -202 -100.0%
AVGO -160 -10.5%
META -158 -41.0%
UL -156 -100.0%
FMX -145 -100.0%
COF -133 -24.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type