Bellevue Asset Management’s Rio Tinto RIO Stock Holding History

Bellevue Asset Management’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	-370	Closed	-$21.6K	–	497
2025 Q2	$21.6K	Buy	370 +13	+4%	+$768	0.01%	229
2025 Q1	$21.5K	Hold	357	–	–	0.01%	229
2024 Q4	$21K	Hold	357	–	–	0.01%	235
2024 Q3	$25.4K	Buy	357 +9	+3%	+$578	0.01%	212
2024 Q2	$23K	Buy	348 +13	+4%	+$885	0.01%	214
2024 Q1	$21.4K	Hold	335	–	–	0.01%	218
2023 Q4	$25K	Sell	335 -170	-34%	-$11.4K	0.02%	208
2023 Q3	$32.2K	Buy	505 +9	+2%	+$574	0.02%	181
2023 Q2	$31.7K	Buy	496 +11	+2%	+$707	0.02%	188
2023 Q1	$33.3K	Hold	485	–	–	0.02%	181
2022 Q4	$34.4K	Hold	485	–	–	0.03%	178
2022 Q3	$28K	Buy	485 +15	+3%	+$864	0.02%	201
2022 Q2	$29K	Hold	470	–	–	0.02%	205
2022 Q1	$38K	Hold	470	–	–	0.02%	200
2021 Q4	$11K	Buy	470 +300	+176%	+$19.4K	0.01%	319
2021 Q3	$11K	Hold	170	–	–	0.01%	328
2021 Q2	$14K	Sell	170 -90	-35%	-$7.74K	0.01%	311
2021 Q1	$20K	Hold	260	–	–	0.01%	290
2020 Q4	$21K	Sell	260 -245	-49%	-$16.1K	0.01%	276
2020 Q3	$30K	Hold	505	–	–	0.02%	216
2020 Q2	$28K	Hold	505	–	–	0.03%	224
2020 Q1	$24K	Buy	+505	New	+$25.9K	0.02%	248

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JAG

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bellevue Asset Management's RIO Position: Q3 2025 in Review

Bellevue Asset Management sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 370 shares — an estimated $21.6K sold.

Bellevue Asset Management first reported a position in RIO in Q1 2020 and held it in 22 quarters. The position peaked at $38K in Q1 2022. 767 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

Bellevue Asset Management reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
Bellevue Asset Management sold 370 Rio Tinto shares in Q3 2025, an estimated $21.6K.
Bellevue Asset Management first reported a position in Rio Tinto in Q1 2020 and held it in 22 quarters.
Bellevue Asset Management's Rio Tinto position peaked at $38K in Q1 2022.
767 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.