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Centricity Wealth Management’s Rio Tinto RIO Stock Holding History

Centricity Wealth 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
Q2 		$18.7K Hold
321
– – 0.02% 269
2025
Q1 		$19.3K Hold
321
– – 0.02% 255
2024
Q4 		$18.9K Buy
+321
New +$20.5K 0.02% 258

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centricity Wealth Management's RIO Position: Q2 2025 in Review

Centricity Wealth Management held its Rio Tinto (RIO) position steady in Q2 2025 at 321 shares worth $18.7K. The position accounts for 0.02% of the portfolio, ranked #269.

Centricity Wealth Management first reported a position in RIO in Q4 2024 and has held it in 3 quarters since. The position peaked at $19.3K in Q1 2025. 744 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Centricity Wealth Management held 321 shares of Rio Tinto worth $18.7K as of Q2 2025.
  • Centricity Wealth Management left its Rio Tinto share count unchanged in Q2 2025.
  • Rio Tinto made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #269 holding.
  • Centricity Wealth Management first reported a position in Rio Tinto in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Rio Tinto position peaked at $19.3K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.