StockDriftsStockDriftsTop 50 Riverview Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FMUN | Fidelity Municipal Bond Index ETF | 17.39% | 289.6K | $14.6M | -17.59%(-61.84K) | $48.64(+2.29%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 16.81% | 146.1K | $14.1M | -7.10%(-11.16K) | $60.51(+66.98%) | 2026-06-30 | |
| VV | Vanguard Index FDS Morningstar LRG CP ETF | 7.23% | 17.6K | $6.1M | +0.00%(+0) | $200.33(+77.80%) | 2026-06-30 | |
| KLAC | Kla-Tencor Corp Com | 5.36% | 14.9K | $4.5M | +0.00%(+0) | $23.62(+762.35%) | 2026-06-30 | |
| STX | Seagate Technology Hldngs PLC ADR | 4.4% | 3.8K | $3.7M | +0.00%(+0) | $69.45(+1072.83%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4.1% | 48.4K | $3.4M | +0.00%(+0) | $49.80(+46.56%) | 2026-06-30 | |
| AGG | iShares Core US Aggregate Bond ETF | 2.5% | 21.2K | $2.1M | -17.89%(-4.62K) | $111.67(-12.76%) | 2026-06-30 | |
| VOO | Vanguard S&P 500 ETF | 2.24% | 2.7K | $1.9M | +0.00%(+0) | $308.07(+130.81%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.03% | 4.6K | $1.7M | -2.56%(-120) | $191.74(+162.21%) | 2026-06-30 | |
| VTI | VANGUARD MRNGSTR TTL STK MKT ETF | 2.03% | 4.6K | $1.7M | +0.00%(+0) | $254.29(+50.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.08% | +68.85% | +9.45% | +57.03% |
| Top 20 Holdings Unweighted | +24.20% | +91.57% | +11.58% | +72.95% |
Riverview Trust Co reports $83.94M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are FMUN (17.4%), IEFA (16.8%) and VV (7.2%). The top 20 holdings account for 76.69% of reported assets. Its disclosed equity book has returned +68.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Riverview Trust Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1593600). View Riverview Trust Co’s 13F filings on SEC