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Financial Advocates Investment Management’s Rio Tinto RIO Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-9,685
Closed -$582K – 738
2025
Q1 		$582K Buy
9,685
+37
+0.4% +$2.28K 0.04% 395
2024
Q4 		$567K Buy
+9,648
New +$616K 0.03% 417
2024
Q1 		– Sell
-2,898
Closed -$216K – 802
2023
Q4 		$216K Buy
+2,898
New +$194K 0.01% 666
2023
Q2 		– Sell
-3,096
Closed -$212K – 760
2023
Q1 		$212K Buy
3,096
+97
+3% +$7.04K 0.02% 668
2022
Q4 		$214K Buy
+2,999
New +$188K 0.02% 672

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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's RIO Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 9,685 shares — an estimated $582K sold.

Financial Advocates Investment Management first reported a position in RIO in Q4 2022 and held it in 5 quarters. The position peaked at $582K in Q1 2025. 744 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,685 Rio Tinto shares in Q2 2025, an estimated $582K.
  • Financial Advocates Investment Management first reported a position in Rio Tinto in Q4 2022 and held it in 5 quarters.
  • Financial Advocates Investment Management's Rio Tinto position peaked at $582K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.