HBK Sorce Advisory’s Rio Tinto RIO Stock Holding History

HBK Sorce Advisory’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 Q2	$692K	Sell	6,814 -317	-4%	-$32.1K	0.01%	321
2026 Q1	$751K	Buy	7,131 +243	+4%	+$22.2K	0.01%	297
2025 Q4	$643K	Buy	6,888 +2,942	+75%	+$212K	0.01%	320
2025 Q3	$272K	Buy	+3,946	New	+$244K	0.01%	497
2023 Q1	–	Sell	-3,686	Closed	-$262K	–	781
2022 Q4	$262K	Buy	+3,686	New	+$232K	0.01%	589
2014 Q3	–	Sell	-4,046	Closed	-$220K	–	196
2014 Q2	$220K	Sell	4,046 -181	-4%	-$9.82K	0.08%	177
2014 Q1	$236K	Buy	4,227 +203	+5%	+$11.1K	0.09%	158
2013 Q4	$227K	Buy	+4,024	New	+$209K	0.08%	160

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

HBK Sorce Advisory's RIO Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Rio Tinto (RIO) stake by 4.4% in Q2 2026, selling an estimated $32.1K and leaving 6,814 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #321.

HBK Sorce Advisory first reported a position in RIO in Q4 2013 and has held it in 8 quarters since. The position peaked at $751K in Q1 2026. 572 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

HBK Sorce Advisory held 6,814 shares of Rio Tinto worth $692K as of Q2 2026.
HBK Sorce Advisory sold 317 Rio Tinto shares in Q2 2026, an estimated $32.1K.
Rio Tinto made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #321 holding.
HBK Sorce Advisory first reported a position in Rio Tinto in Q4 2013 and has held it in 8 quarters since.
HBK Sorce Advisory's Rio Tinto position peaked at $751K in Q1 2026.
572 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.