Atria Wealth Solutions’s Rio Tinto RIO Stock Holding History

Atria Wealth Solutions’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	$219K	Sell	3,749 -35	-0.9%	-$2.07K	﹤0.01%	1340
2025 Q1	$229K	Buy	3,784 +241	+7%	+$14.8K	﹤0.01%	1641
2024 Q4	$208K	Sell	3,543 -3,051	-46%	-$195K	﹤0.01%	1809
2024 Q3	$469K	Sell	6,594 -2,014	-23%	-$129K	0.01%	1281
2024 Q2	$567K	Sell	8,608 -10,684	-55%	-$727K	0.01%	1180
2024 Q1	$1.26M	Sell	19,292 -361	-2%	-$24.2K	0.01%	814
2023 Q4	$1.46M	Buy	19,653 +5,841	+42%	+$392K	0.02%	716
2023 Q3	$879K	Sell	13,812 -3,401	-20%	-$217K	0.01%	876
2023 Q2	$1.1M	Buy	17,213 +3,565	+26%	+$229K	0.02%	799
2023 Q1	$949K	Buy	13,648 +1,688	+14%	+$122K	0.01%	817
2022 Q4	$851K	Sell	11,960 -1,946	-14%	-$122K	0.01%	828
2022 Q3	$766K	Buy	13,906 +3,665	+36%	+$211K	0.01%	824
2022 Q2	$625K	Buy	10,241 +2,696	+36%	+$193K	0.01%	872
2022 Q1	$621K	Buy	+7,545	New	+$573K	0.01%	943

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's RIO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Rio Tinto (RIO) stake by 0.92% in Q2 2025, selling an estimated $2.07K and leaving 3,749 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Atria Wealth Solutions first reported a position in RIO in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2023. 744 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

Atria Wealth Solutions held 3,749 shares of Rio Tinto worth $219K as of Q2 2025.
Atria Wealth Solutions sold 35 Rio Tinto shares in Q2 2025, an estimated $2.07K.
Rio Tinto made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1340 holding.
Atria Wealth Solutions first reported a position in Rio Tinto in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Rio Tinto position peaked at $1.46M in Q4 2023.
744 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.