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Dynasty Wealth Management’s Rio Tinto RIO Stock Holding History

Dynasty 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
Q1 		$396K Sell
4,245
-148
-3% -$13.5K ﹤0.01% 259
2025
Q4 		$352K Buy
4,393
+314
+8% +$22.6K ﹤0.01% 272
2025
Q3 		$269K Buy
+4,079
New +$252K ﹤0.01% 273
2024
Q2 		– Sell
-8,661
Closed -$552K – 271
2024
Q1 		$552K Buy
+8,661
New +$580K 0.02% 181

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dynasty Wealth Management's RIO Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Rio Tinto (RIO) stake by 3.4% in Q1 2026, selling an estimated $13.5K and leaving 4,245 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Dynasty Wealth Management first reported a position in RIO in Q1 2024 and has held it in 4 quarters since. The position peaked at $552K in Q1 2024. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Dynasty Wealth Management held 4,245 shares of Rio Tinto worth $396K as of Q1 2026.
  • Dynasty Wealth Management sold 148 Rio Tinto shares in Q1 2026, an estimated $13.5K.
  • Rio Tinto made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #259 holding.
  • Dynasty Wealth Management first reported a position in Rio Tinto in Q1 2024 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Rio Tinto position peaked at $552K in Q1 2024.
  • 932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.