Clearstead Trust’s Rio Tinto RIO Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-140	Closed	-$9.24K	–	1428
2025 Q3	$9.24K	Hold	140	–	–	﹤0.01%	597
2025 Q2	$8.17K	Buy	+140	New	+$8.27K	﹤0.01%	637

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Clearstead Trust's RIO Position: Q4 2025 in Review

Clearstead Trust sold out of Rio Tinto (RIO) in Q4 2025, closing a stake of 140 shares — an estimated $9.24K sold.

Clearstead Trust first reported a position in RIO in Q2 2025 and held it in 2 quarters. The position peaked at $9.24K in Q3 2025. 878 funds tracked by Wall St. Rank hold RIO as of Q4 2025.

Clearstead Trust reported no remaining Rio Tinto position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 140 Rio Tinto shares in Q4 2025, an estimated $9.24K.
Clearstead Trust first reported a position in Rio Tinto in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Rio Tinto position peaked at $9.24K in Q3 2025.
878 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.