IFG
RIO icon

Independent Financial Group’s Rio Tinto RIO Stock Holding History

Independent Financial 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
Q2 		$563K Sell
5,931
-6,794
-53% -$689K 0.01% 945
2026
Q1 		$1.19M Buy
12,725
+6,731
+112% +$614K 0.03% 568
2025
Q4 		$480K Sell
5,994
-3,080
-34% -$222K 0.01% 921
2025
Q3 		$599K Buy
9,074
+272
+3% +$16.8K 0.01% 771
2025
Q2 		$513K Sell
8,802
-746
-8% -$44K 0.01% 770
2025
Q1 		$574K Buy
9,548
+1,636
+21% +$101K 0.02% 663
2024
Q4 		$465K Buy
7,912
+23
+0.3% +$1.47K 0.02% 720
2024
Q3 		$561K Buy
7,889
+1,448
+22% +$93K 0.02% 609
2024
Q2 		$425K Buy
6,441
+432
+7% +$29.4K 0.02% 668
2024
Q1 		$383K Sell
6,009
-2,036
-25% -$136K 0.02% 679
2023
Q4 		$599K Sell
8,045
-1,675
-17% -$112K 0.03% 506
2023
Q3 		$619K Buy
9,720
+2,649
+37% +$169K 0.04% 435
2023
Q2 		$451K Buy
7,071
+2,249
+47% +$145K 0.03% 499
2023
Q1 		$331K Sell
4,822
-2,804
-37% -$203K 0.03% 571
2022
Q4 		$543K Sell
7,626
-44
-0.6% -$2.76K 0.05% 400
2022
Q3 		$422K Sell
7,670
-270
-3% -$15.6K 0.04% 435
2022
Q2 		$484K Buy
7,940
+4,021
+103% +$288K 0.05% 394
2022
Q1 		$315K Sell
3,919
-5,200
-57% -$395K 0.03% 576
2021
Q4 		$610K Buy
+9,119
New +$590K 0.05% 369

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Independent Financial Group's RIO Position: Q2 2026 in Review

Independent Financial Group reduced its Rio Tinto (RIO) stake by 53% in Q2 2026, selling an estimated $689K and leaving 5,931 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #945.

Independent Financial Group first reported a position in RIO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Independent Financial Group held 5,931 shares of Rio Tinto worth $563K as of Q2 2026.
  • Independent Financial Group sold 6,794 Rio Tinto shares in Q2 2026, an estimated $689K.
  • Rio Tinto made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #945 holding.
  • Independent Financial Group first reported a position in Rio Tinto in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Rio Tinto position peaked at $1.19M in Q1 2026.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.