HighPoint Advisor Group’s Rio Tinto RIO Stock Holding History

HighPoint Advisor Group’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	-3,440	Closed	-$275K	–	960
2025 Q4	$275K	Buy	3,440 +355	+12%	+$25.6K	0.01%	884
2025 Q3	$204K	Buy	+3,085	New	+$191K	0.01%	658
2024 Q4	–	Sell	-3,996	Closed	-$261K	–	734
2024 Q3	$261K	Buy	3,996 +601	+18%	+$38.6K	0.02%	532
2024 Q2	$216K	Buy	3,395 +96	+3%	+$6.53K	0.01%	562
2024 Q1	$230K	Buy	3,299 +99	+3%	+$6.63K	0.02%	557
2023 Q4	$203K	Buy	+3,200	New	+$215K	0.01%	589

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighPoint Advisor Group's RIO Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Rio Tinto (RIO) in Q1 2026, closing a stake of 3,440 shares — an estimated $275K sold.

HighPoint Advisor Group first reported a position in RIO in Q4 2023 and held it in 6 quarters. The position peaked at $275K in Q4 2025. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

HighPoint Advisor Group reported no remaining Rio Tinto position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 3,440 Rio Tinto shares in Q1 2026, an estimated $275K.
HighPoint Advisor Group first reported a position in Rio Tinto in Q4 2023 and held it in 6 quarters.
HighPoint Advisor Group's Rio Tinto position peaked at $275K in Q4 2025.
933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.