B. Riley Wealth Advisors’s Rio Tinto RIO Stock Holding History

B. Riley Wealth Advisors’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	-17,741	Closed	-$1.07M	–	1321
2025 Q1	$1.07M	Buy	17,741 +2,390	+16%	+$147K	0.03%	489
2024 Q4	$903K	Sell	15,351 -8,405	-35%	-$537K	0.03%	483
2024 Q3	$1.68M	Sell	23,756 -7,324	-24%	-$470K	0.05%	360
2024 Q2	$2.05M	Buy	31,080 +2,823	+10%	+$192K	0.05%	330
2024 Q1	$1.8M	Buy	28,257 +2,337	+9%	+$156K	0.05%	383
2023 Q4	$1.93M	Sell	25,920 -2,337	-8%	-$157K	0.05%	371
2023 Q3	$1.8M	Buy	28,257 +6,554	+30%	+$418K	0.05%	383
2023 Q2	$1.39M	Buy	21,703 +6,322	+41%	+$406K	0.03%	465
2023 Q1	$1.1M	Sell	15,381 -703	-4%	-$51K	0.03%	519
2022 Q4	$1.15M	Sell	16,084 -2,269	-12%	-$143K	0.03%	489
2022 Q3	$1.01M	Sell	18,353 -18,035	-50%	-$1.04M	0.03%	504
2022 Q2	$2.22M	Buy	36,388 +10,574	+41%	+$758K	0.09%	219
2022 Q1	$2.08M	Buy	25,814 +21,214	+461%	+$1.61M	0.07%	292
2021 Q4	$309K	Buy	4,600 +1,092	+31%	+$70.7K	0.01%	1058
2021 Q3	$235K	Sell	3,508 -616	-15%	-$48.1K	0.01%	1166
2021 Q2	$346K	Sell	4,124 -1,814	-31%	-$156K	0.01%	944
2021 Q1	$462K	Buy	+5,938	New	+$487K	0.02%	774
2015 Q1	–	Sell	-1,060	Closed	-$49K	–	1671
2014 Q4	$49K	Buy	+1,060	New	+$50K	﹤0.01%	2104
2014 Q3	–	Sell	-1,445	Closed	-$78.4K	–	1618
2014 Q2	$78.4K	Buy	+1,445	New	+$78.4K	0.02%	831

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

B. Riley Wealth Advisors's RIO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 17,741 shares — an estimated $1.07M sold.

B. Riley Wealth Advisors first reported a position in RIO in Q2 2014 and held it in 19 quarters. The position peaked at $2.22M in Q2 2022. 744 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 17,741 Rio Tinto shares in Q2 2025, an estimated $1.07M.
B. Riley Wealth Advisors first reported a position in Rio Tinto in Q2 2014 and held it in 19 quarters.
B. Riley Wealth Advisors's Rio Tinto position peaked at $2.22M in Q2 2022.
744 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.