Compass Financial Management
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Compass Financial Management’s Rio Tinto RIO Stock Holding History

Compass Financial 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
2026
Q3 		$753 Sell
8
-10,880
-100% -$1.06M ﹤0.01% 1563
2026
Q2 		$1.03M Buy
+10,888
New +$1.1M 0.12% 178

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BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Fidelity Investments
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Compass Financial Management's RIO Position: Q3 2026 in Review

Compass Financial Management reduced its Rio Tinto (RIO) stake by 100% in Q3 2026, selling an estimated $1.06M and leaving 8 shares worth $753. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Compass Financial Management first reported a position in RIO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q2 2026. 770 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Compass Financial Management held 8 shares of Rio Tinto worth $753 as of Q3 2026.
  • Compass Financial Management sold 10,880 Rio Tinto shares in Q3 2026, an estimated $1.06M.
  • Rio Tinto made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1563 holding.
  • Compass Financial Management first reported a position in Rio Tinto in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Rio Tinto position peaked at $1.03M in Q2 2026.
  • 770 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.