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COMPASS FINANCIAL MANAGEMENT LLC’s Rio Tinto RIO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
2026
Q2 		$1.03M Buy
+10,888
New +$1.1M 0.12% 178

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM

COMPASS FINANCIAL MANAGEMENT LLC's RIO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Rio Tinto (RIO) in Q2 2026: 10,888 shares worth $1.03M. The stake represents 0.12% of the portfolio and ranks #178 among its holdings.

724 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 10,888 shares of Rio Tinto worth $1.03M as of Q2 2026.
  • Rio Tinto was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Rio Tinto made up 0.12% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #178 holding.
  • 724 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.