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Forum Financial Management’s Rio Tinto RIO Stock Holding History

Forum 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
Q1 		– Sell
-7,345
Closed -$588K – 842
2025
Q4 		$588K Hold
7,345
– – 0.01% 408
2025
Q3 		$485K Buy
7,345
+1,492
+25% +$92.3K 0.01% 471
2025
Q2 		$341K Sell
5,853
-2,446
-29% -$144K 0.01% 593
2025
Q1 		$499K Hold
8,299
– – 0.01% 372
2024
Q4 		$488K Buy
8,299
+4,017
+94% +$257K 0.01% 386
2024
Q3 		$305K Buy
4,282
+60
+1% +$3.85K 0.01% 506
2024
Q2 		$278K Sell
4,222
-70
-2% -$4.76K 0.01% 514
2024
Q1 		$274K Buy
4,292
+224
+6% +$15K ﹤0.01% 534
2023
Q4 		$303K Sell
4,068
-220
-5% -$14.8K 0.01% 449
2023
Q3 		$273K Sell
4,288
-67
-2% -$4.27K 0.01% 450
2023
Q2 		$278K Hold
4,355
– – 0.01% 463
2023
Q1 		$299K Sell
4,355
-1,108
-20% -$80.4K 0.01% 403
2022
Q4 		$389K Buy
5,463
+25
+0.5% +$1.57K 0.01% 317
2022
Q3 		$299K Hold
5,438
– – 0.01% 345
2022
Q2 		$332K Buy
5,438
+38
+0.7% +$2.72K 0.02% 326
2022
Q1 		$434K Buy
5,400
+34
+0.6% +$2.58K 0.02% 272
2021
Q4 		$359K Buy
+5,366
New +$347K 0.02% 336

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Financial Management's RIO Position: Q1 2026 in Review

Forum Financial Management sold out of Rio Tinto (RIO) in Q1 2026, closing a stake of 7,345 shares — an estimated $588K sold.

Forum Financial Management first reported a position in RIO in Q4 2021 and held it in 17 quarters. The position peaked at $588K in Q4 2025. 939 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Forum Financial Management reported no remaining Rio Tinto position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,345 Rio Tinto shares in Q1 2026, an estimated $588K.
  • Forum Financial Management first reported a position in Rio Tinto in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Rio Tinto position peaked at $588K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.