Avantax Advisory Services’s Rio Tinto RIO Stock Holding History

Avantax Advisory Services’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	$4.99M	Buy	85,502 +7,134	+9%	+$421K	0.03%	451
2025 Q1	$4.71M	Buy	78,368 +2,698	+4%	+$166K	0.03%	431
2024 Q4	$4.45M	Buy	75,670 +3,874	+5%	+$247K	0.03%	440
2024 Q3	$5.11M	Sell	71,796 -1,713	-2%	-$110K	0.03%	388
2024 Q2	$4.85M	Buy	73,509 +27,925	+61%	+$1.9M	0.03%	380
2024 Q1	$2.91M	Buy	45,584 +94	+0.2%	+$6.29K	0.03%	440
2023 Q4	$3.39M	Buy	45,490 +3,149	+7%	+$211K	0.03%	363
2023 Q3	$2.69M	Buy	42,341 +5,526	+15%	+$353K	0.03%	379
2023 Q2	$2.35M	Buy	36,815 +6,930	+23%	+$446K	0.03%	411
2023 Q1	$2.05M	Buy	29,885 +2,911	+11%	+$211K	0.03%	439
2022 Q4	$1.92M	Buy	26,974 +6,107	+29%	+$384K	0.03%	437
2022 Q3	$1.15M	Buy	20,867 +3,464	+20%	+$200K	0.02%	520
2022 Q2	$1.06M	Buy	17,403 +4,033	+30%	+$289K	0.02%	531
2022 Q1	$1.08M	Buy	13,370 +2,074	+18%	+$157K	0.01%	519
2021 Q4	$756K	Buy	11,296 +1,103	+11%	+$71.4K	0.01%	612
2021 Q3	$681K	Buy	10,193 +100	+1%	+$7.8K	0.01%	604
2021 Q2	$845K	Sell	10,093 -311	-3%	-$26.7K	0.02%	520
2021 Q1	$812K	Buy	10,404 +583	+6%	+$47.8K	0.02%	479
2020 Q4	$739K	Sell	9,821 -8,733	-47%	-$573K	0.02%	438
2020 Q3	$1.12M	Buy	18,554 +6,815	+58%	+$418K	0.02%	513
2020 Q2	$661K	Sell	11,739 -10,009	-46%	-$507K	0.02%	422
2020 Q1	$991K	Sell	21,748 -2,059	-9%	-$106K	0.03%	307
2019 Q4	$1.42M	Buy	23,807 +2,628	+12%	+$143K	0.03%	270
2019 Q3	$1.11M	Buy	21,179 +2,647	+14%	+$144K	0.04%	196
2019 Q2	$1.16M	Buy	18,532 +1,984	+12%	+$119K	0.05%	170
2019 Q1	$974K	Buy	16,548 +3,003	+22%	+$165K	0.05%	180
2018 Q4	$656K	Buy	+13,545	New	+$661K	0.11%	180

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Avantax Advisory Services's RIO Position: Q2 2025 in Review

Avantax Advisory Services increased its Rio Tinto (RIO) stake by 9.1% in Q2 2025, buying an estimated $421K and bringing the position to 85,502 shares worth $4.99M. The position accounts for 0.03% of the portfolio, ranked #451.

Avantax Advisory Services first reported a position in RIO in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.11M in Q3 2024. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

Avantax Advisory Services held 85,502 shares of Rio Tinto worth $4.99M as of Q2 2025.
Avantax Advisory Services bought 7,134 Rio Tinto shares in Q2 2025, an estimated $421K.
Rio Tinto made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #451 holding.
Avantax Advisory Services first reported a position in Rio Tinto in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Rio Tinto position peaked at $5.11M in Q3 2024.
743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.