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Independent Advisor Alliance’s Rio Tinto RIO Stock Holding History

Independent Advisor Alliance’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 		$1.81M Sell
19,447
-8,808
-31% -$803K 0.02% 590
2025
Q4 		$2.26M Buy
28,255
+4,139
+17% +$298K 0.05% 275
2025
Q3 		$1.59M Sell
24,116
-18,544
-43% -$1.15M 0.04% 344
2025
Q2 		$2.49M Buy
42,660
+1,599
+4% +$94.4K 0.07% 229
2025
Q1 		$2.47M Buy
41,061
+1,399
+4% +$86.1K 0.08% 221
2024
Q4 		$2.33M Sell
39,662
-2,349
-6% -$150K 0.03% 474
2024
Q3 		$2.99M Sell
42,011
-1,280
-3% -$82.2K 0.11% 164
2024
Q2 		$2.85M Buy
43,291
+28,415
+191% +$1.93M 0.1% 169
2024
Q1 		$948K Buy
14,876
+948
+7% +$63.5K 0.03% 331
2023
Q4 		$1.04M Buy
13,928
+5,152
+59% +$346K 0.04% 303
2023
Q3 		$559K Sell
8,776
-698
-7% -$44.5K 0.03% 393
2023
Q2 		$605K Sell
9,474
-2,754
-23% -$177K 0.03% 388
2023
Q1 		$839K Buy
12,228
+880
+8% +$63.9K 0.04% 313
2022
Q4 		$808 Buy
+11,348
New +$713K ﹤0.01% 312
2022
Q3 		– Sell
-4,146
Closed -$253K – 653
2022
Q2 		$253K Buy
+4,146
New +$297K 0.01% 524
2021
Q3 		– Sell
-6,742
Closed -$566K – 666
2021
Q2 		$566K Buy
6,742
+339
+5% +$29.1K 0.03% 364
2021
Q1 		$497K Buy
6,403
+271
+4% +$22.2K 0.03% 378
2020
Q4 		$461K Buy
6,132
+139
+2% +$9.13K 0.03% 356
2020
Q3 		$362K Buy
+5,993
New +$368K 0.03% 353
2018
Q4 		– Sell
-12,277
Closed -$384K – 455
2018
Q3 		$384K Buy
12,277
+4,313
+54% +$220K 0.07% 226
2018
Q2 		$230K Buy
7,964
+268
+3% +$15K 0.05% 290
2018
Q1 		$382K Buy
+7,696
New +$419K 0.09% 220

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Advisor Alliance's RIO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Rio Tinto (RIO) stake by 31% in Q1 2026, selling an estimated $803K and leaving 19,447 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #590.

Independent Advisor Alliance first reported a position in RIO in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.99M in Q3 2024. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Independent Advisor Alliance held 19,447 shares of Rio Tinto worth $1.81M as of Q1 2026.
  • Independent Advisor Alliance sold 8,808 Rio Tinto shares in Q1 2026, an estimated $803K.
  • Rio Tinto made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #590 holding.
  • Independent Advisor Alliance first reported a position in Rio Tinto in Q1 2018 and has held it in 22 quarters since.
  • Independent Advisor Alliance's Rio Tinto position peaked at $2.99M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.