J. Safra Sarasin Holding’s Rio Tinto RIO Stock Holding History

J. Safra Sarasin Holding’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 Q3	–	Sell	-4,000	Closed	-$233K	–	535
2025 Q2	$233K	Hold	4,000	–	–	﹤0.01%	464
2025 Q1	$240K	Hold	4,000	–	–	﹤0.01%	457
2024 Q4	$235K	Buy	+4,000	New	+$255K	﹤0.01%	448

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J. Safra Sarasin Holding's RIO Position: Q3 2025 in Review

J. Safra Sarasin Holding sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 4,000 shares — an estimated $233K sold.

J. Safra Sarasin Holding first reported a position in RIO in Q4 2024 and held it in 3 quarters. The position peaked at $240K in Q1 2025. 766 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

J. Safra Sarasin Holding reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
J. Safra Sarasin Holding sold 4,000 Rio Tinto shares in Q3 2025, an estimated $233K.
J. Safra Sarasin Holding first reported a position in Rio Tinto in Q4 2024 and held it in 3 quarters.
J. Safra Sarasin Holding's Rio Tinto position peaked at $240K in Q1 2025.
766 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q3 2025, filed 3 Nov 2025.