BXM Wealth’s Rio Tinto RIO Stock Holding History

BXM Wealth’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	-5,810	Closed	-$349K	–	118
2025 Q1	$349K	Sell	5,810 -1,535	-21%	-$94.5K	0.42%	71
2024 Q4	$432K	Buy	+7,345	New	+$469K	0.6%	52

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

BXM Wealth's RIO Position: Q2 2025 in Review

BXM Wealth sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 5,810 shares — an estimated $349K sold.

BXM Wealth first reported a position in RIO in Q4 2024 and held it in 2 quarters. The position peaked at $432K in Q4 2024. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

BXM Wealth reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
BXM Wealth sold 5,810 Rio Tinto shares in Q2 2025, an estimated $349K.
BXM Wealth first reported a position in Rio Tinto in Q4 2024 and held it in 2 quarters.
BXM Wealth's Rio Tinto position peaked at $432K in Q4 2024.
743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on BXM Wealth's 13F filing for Q2 2025, filed 29 Jul 2025.