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Anderson Financial Strategies’s Rio Tinto RIO Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-95
Closed -$5.71K – 166
2025
Q1 		$5.71K Buy
+95
New +$5.85K ﹤0.01% 179

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Franklin Resources
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Anderson Financial Strategies's RIO Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 95 shares — an estimated $5.71K sold.

Anderson Financial Strategies first reported a position in RIO in Q1 2025 and held it in 1 quarter. The position peaked at $5.71K in Q1 2025. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 95 Rio Tinto shares in Q2 2025, an estimated $5.71K.
  • Anderson Financial Strategies first reported a position in Rio Tinto in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Rio Tinto position peaked at $5.71K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.