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Essex Financial Services’s Rio Tinto RIO Stock Holding History

Essex Financial Services’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 		$830K Sell
8,898
-611
-6% -$55.7K 0.05% 328
2025
Q4 		$761K Buy
9,509
+1,077
+13% +$77.5K 0.04% 343
2025
Q3 		$557K Buy
8,432
+115
+1% +$7.11K 0.03% 394
2025
Q2 		$485K Buy
8,317
+126
+2% +$7.44K 0.03% 413
2025
Q1 		$492K Sell
8,191
-1,449
-15% -$89.2K 0.04% 384
2024
Q4 		$567K Sell
9,640
-243
-2% -$15.5K 0.04% 351
2024
Q3 		$647K Buy
9,883
+617
+7% +$39.6K 0.05% 327
2024
Q2 		$583K Sell
9,266
-172
-2% -$11.7K 0.04% 343
2024
Q1 		$602K Sell
9,438
-4,928
-34% -$330K 0.06% 291
2023
Q4 		$1.07M Sell
14,366
-6,646
-32% -$446K 0.11% 178
2023
Q3 		$1.34M Buy
21,012
+49
+0.2% +$3.13K 0.15% 137
2023
Q2 		$1.34M Sell
20,963
-51,194
-71% -$3.29M 0.15% 138
2023
Q1 		$4.95M Buy
72,157
+55,655
+337% +$4.04M 0.52% 50
2022
Q4 		$1.17M Buy
16,502
+11,588
+236% +$728K 0.12% 156
2022
Q3 		$271K Sell
4,914
-21,221
-81% -$1.22M 0.03% 362
2022
Q2 		$1.59M Sell
26,135
-46,647
-64% -$3.34M 0.18% 118
2022
Q1 		$5.85M Buy
72,782
+44,457
+157% +$3.37M 0.56% 43
2021
Q4 		$1.9M Buy
+28,325
New +$1.83M 0.19% 116

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

Essex Financial Services's RIO Position: Q1 2026 in Review

Essex Financial Services reduced its Rio Tinto (RIO) stake by 6.4% in Q1 2026, selling an estimated $55.7K and leaving 8,898 shares worth $830K. The position accounts for 0.05% of the portfolio, ranked #328.

Essex Financial Services first reported a position in RIO in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.85M in Q1 2022. 934 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Essex Financial Services held 8,898 shares of Rio Tinto worth $830K as of Q1 2026.
  • Essex Financial Services sold 611 Rio Tinto shares in Q1 2026, an estimated $55.7K.
  • Rio Tinto made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #328 holding.
  • Essex Financial Services first reported a position in Rio Tinto in Q4 2021 and has held it in 18 quarters since.
  • Essex Financial Services's Rio Tinto position peaked at $5.85M in Q1 2022.
  • 934 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.