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Riverview Trust Co

SEC CIK
0001593600
Latest filing
Jul 31, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
205
−19 vs. Q2 2025
Portfolio value
$82.8M
+$2.43M (+3.0%) vs. Q2 2025
Filed
Oct 22, 2025
SEC
Holdings of Riverview Trust Co in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF25,819$2.59M3.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF48,354$2.90M3.5%00.0%Unchanged–
Vanguard Morningstar Large-Cap ETF922908637ETF17,649$5.43M6.6%00.0%Unchanged–
iShares Core MSCI Eafe ETF46432F842ETF155,241$13.6M16.4%+432+0.3%Added–
Fidelity Merrimack STR Tr316188846SYSTEMATIC MUN362,132$18.0M21.8%−25,289−6.5%Reduced–

Sold out since Q2 2025 (19)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Riverview Trust Co sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF3,280$99.0K0.1%–
HPQHP IncStock3,715$90.9K0.1%History
GLDSPDR Gold TrustETF200$61.0K0.1%History
IDAIdacorp IncCOM361$41.7K0.1%History
EWEdwards Lifesciences CorpStock516$40.4K0.1%History
Vanguard Index FDS922908652EXTEND MKT ETF152$29.3K<0.1%–
iShares Inc464286681MSCI EQUAL WEITE238$23.6K<0.1%–
CRMSalesforce, Inc.Stock85$23.2K<0.1%History
OTISOtis Worldwide CorpStock230$22.8K<0.1%History
AGNCAGNC Investment Corp.REIT2,425$22.3K<0.1%History
BAXBaxter International IncStock620$18.8K<0.1%History
PYPLPayPal Holdings, Inc.Stock230$17.1K<0.1%History
DTDynatrace, Inc.Stock245$13.5K<0.1%History
WAFDWafd IncStock305$8.93K<0.1%History
STZConstellation Brands, Inc.Stock45$7.32K<0.1%History
FULFuller H B CoStock118$7.10K<0.1%History
TAKTakeda Pharmaceutical Co LtdADR432$6.68K<0.1%History
ALGNAlign Technology IncCOM24$4.54K<0.1%History
WABWestinghouse Air Brake Technologies CorpStock6$1.26K<0.1%History