DWM
RIO icon

Dogwood Wealth Management’s Rio Tinto RIO Stock Holding History

Dogwood 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
2026
Q2 		$13.3K Hold
140
– – 0.01% 326
2026
Q1 		$13.1K Buy
140
+68
+94% +$6.2K 0.01% 295
2025
Q4 		$5.76K Hold
72
– – ﹤0.01% 395
2025
Q3 		$4.75K Sell
72
-1
-1% -$62 ﹤0.01% 409
2025
Q2 		$4.28K Hold
73
– – ﹤0.01% 487
2025
Q1 		$4.38K Hold
73
– – ﹤0.01% 253
2024
Q4 		$4.29K Hold
73
– – ﹤0.01% 209
2024
Q3 		$5.19K Hold
73
– – ﹤0.01% 169
2024
Q2 		$4.81K Hold
73
– – ﹤0.01% 197
2024
Q1 		$4.65K Hold
73
– – ﹤0.01% 203
2023
Q4 		$5.43K Buy
+73
New +$4.9K ﹤0.01% 182

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dogwood Wealth Management's RIO Position: Q2 2026 in Review

Dogwood Wealth Management held its Rio Tinto (RIO) position steady in Q2 2026 at 140 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #326.

Dogwood Wealth Management first reported a position in RIO in Q4 2023 and has held it in 11 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Dogwood Wealth Management held 140 shares of Rio Tinto worth $13.3K as of Q2 2026.
  • Dogwood Wealth Management left its Rio Tinto share count unchanged in Q2 2026.
  • Rio Tinto made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Dogwood Wealth Management first reported a position in Rio Tinto in Q4 2023 and has held it in 11 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.