Alerus Financial’s Rio Tinto RIO Stock Holding History

Alerus Financial’s Portfolio RIO Stock Details RIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-583	Closed	-$34K	–	565
2025 Q2	$34K	Buy	+583	New	+$34.4K	﹤0.01%	269
2023 Q3	–	Sell	-133,000	Closed	-$8.49M	–	163
2023 Q2	$8.49M	Buy	133,000 +10,230	+8%	+$658K	0.72%	36
2023 Q1	$8.42M	Buy	122,770 +234	+0.2%	+$17K	0.75%	31
2022 Q4	$8.72M	Buy	122,536 +759	+0.6%	+$47.7K	0.8%	25
2022 Q3	$6.71M	Buy	121,777 +6,789	+6%	+$391K	0.67%	34
2022 Q2	$7.01M	Buy	114,988 +61,372	+114%	+$4.4M	0.65%	30
2022 Q1	$4.31M	Buy	53,616 +3,942	+8%	+$299K	0.37%	75
2021 Q4	$3.33M	Buy	49,674 +16,330	+49%	+$1.06M	0.27%	97
2021 Q3	$2.23M	Buy	33,344 +3,529	+12%	+$275K	0.2%	105
2021 Q2	$2.5M	Buy	29,815 +3,542	+13%	+$304K	0.25%	92
2021 Q1	$2.04M	Buy	+26,273	New	+$2.15M	0.22%	97

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alerus Financial's RIO Position: Q3 2025 in Review

Alerus Financial sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 583 shares — an estimated $34K sold.

Alerus Financial first reported a position in RIO in Q1 2021 and held it in 11 quarters. The position peaked at $8.72M in Q4 2022. 766 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

Alerus Financial reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
Alerus Financial sold 583 Rio Tinto shares in Q3 2025, an estimated $34K.
Alerus Financial first reported a position in Rio Tinto in Q1 2021 and held it in 11 quarters.
Alerus Financial's Rio Tinto position peaked at $8.72M in Q4 2022.
766 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on Alerus Financial's 13F filing for Q3 2025, filed 10 Nov 2025.