Beacon Capital Management LLC (Tennessee)’s Rio Tinto RIO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-220	Closed	-$12.8K	–	806
2025 Q2	$12.8K	Hold	220	–	–	﹤0.01%	584
2025 Q1	$13.2K	Hold	220	–	–	﹤0.01%	564
2024 Q4	$12.9K	Hold	220	–	–	﹤0.01%	553
2024 Q3	$15.7K	Buy	220 +111	+102%	+$7.13K	﹤0.01%	546
2024 Q2	$7.19K	Hold	109	–	–	﹤0.01%	628
2024 Q1	$6.95K	Hold	109	–	–	﹤0.01%	646
2023 Q4	$6.94K	Hold	109	–	–	﹤0.01%	597
2023 Q3	$6.96K	Hold	109	–	–	﹤0.01%	635
2023 Q2	$6.96K	Hold	109	–	–	﹤0.01%	635
2023 Q1	$7.48K	Hold	109	–	–	﹤0.01%	561
2022 Q4	$7.76K	Hold	109	–	–	﹤0.01%	559
2022 Q3	$7K	Hold	109	–	–	﹤0.01%	541
2022 Q2	$9K	Hold	109	–	–	﹤0.01%	548
2022 Q1	$9K	Buy	+109	New	+$8.27K	﹤0.01%	548

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

Beacon Capital Management LLC (Tennessee)'s RIO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 220 shares — an estimated $12.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in RIO in Q1 2022 and held it in 14 quarters. The position peaked at $15.7K in Q3 2024. 766 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 220 Rio Tinto shares in Q3 2025, an estimated $12.8K.
Beacon Capital Management LLC (Tennessee) first reported a position in Rio Tinto in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Rio Tinto position peaked at $15.7K in Q3 2024.
766 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.