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Graybill Wealth Management’s Rio Tinto RIO Stock Holding History

Graybill 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
2025
Q2 		– Sell
-50
Closed -$3K – 148
2025
Q1 		$3K Buy
+50
New +$3.08K ﹤0.01% 180

Other funds holding RIO

Fisher Asset Management
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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 $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 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

Graybill Wealth Management's RIO Position: Q2 2025 in Review

Graybill Wealth Management sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 50 shares — an estimated $3K sold.

Graybill Wealth Management first reported a position in RIO in Q1 2025 and held it in 1 quarter. The position peaked at $3K in Q1 2025. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Graybill Wealth Management reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 50 Rio Tinto shares in Q2 2025, an estimated $3K.
  • Graybill Wealth Management first reported a position in Rio Tinto in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's Rio Tinto position peaked at $3K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.