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Kestra Advisory Services’s Rio Tinto RIO Stock Holding History

Kestra Advisory Services’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 		$3.29M Sell
34,614
-2,636
-7% -$267K 0.01% 1064
2026
Q1 		$3.48M Buy
37,250
+41
+0.1% +$3.74K 0.01% 985
2025
Q4 		$2.98M Buy
37,209
+6,240
+20% +$449K 0.01% 996
2025
Q3 		$2.04M Buy
30,969
+9,134
+42% +$565K 0.01% 1133
2025
Q2 		$1.27M Buy
21,835
+3,636
+20% +$215K 0.01% 1337
2025
Q1 		$1.09M Sell
18,199
-6,935
-28% -$427K 0.01% 1348
2024
Q4 		$1.48M Buy
25,134
+2,653
+12% +$169K 0.01% 1173
2024
Q3 		$1.6M Buy
22,481
+7,519
+50% +$483K 0.01% 1076
2024
Q2 		$986K Buy
14,962
+804
+6% +$54.7K 0.01% 1324
2024
Q1 		$902K Sell
14,158
-3,337
-19% -$223K 0.01% 1301
2023
Q4 		$1.3M Buy
17,495
+1,396
+9% +$93.7K 0.01% 993
2023
Q3 		$1.02M Buy
16,099
+2,638
+20% +$168K 0.01% 984
2023
Q2 		$859K Buy
13,461
+2,174
+19% +$140K 0.01% 1053
2023
Q1 		$774K Sell
11,287
-4,895
-30% -$355K 0.01% 1060
2022
Q4 		$1.15M Sell
16,182
-2,533
-14% -$159K 0.01% 995
2022
Q3 		$1.03M Buy
18,715
+8,042
+75% +$463K 0.01% 960
2022
Q2 		$651K Buy
10,673
+75
+0.7% +$5.38K 0.01% 1169
2022
Q1 		$852K Buy
10,598
+3,998
+61% +$303K 0.01% 1032
2021
Q4 		$442K Buy
6,600
+166
+3% +$10.7K ﹤0.01% 1382
2021
Q3 		$430K Buy
6,434
+826
+15% +$64.4K ﹤0.01% 1467
2021
Q2 		$470K Buy
5,608
+789
+16% +$67.8K 0.01% 1312
2021
Q1 		$374K Buy
+4,819
New +$395K ﹤0.01% 1339

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

Kestra Advisory Services's RIO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Rio Tinto (RIO) stake by 7.1% in Q2 2026, selling an estimated $267K and leaving 34,614 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #1064.

Kestra Advisory Services first reported a position in RIO in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.48M in Q1 2026. 968 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Kestra Advisory Services held 34,614 shares of Rio Tinto worth $3.29M as of Q2 2026.
  • Kestra Advisory Services sold 2,636 Rio Tinto shares in Q2 2026, an estimated $267K.
  • Rio Tinto made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1064 holding.
  • Kestra Advisory Services first reported a position in Rio Tinto in Q1 2021 and has held it in 22 quarters since.
  • Kestra Advisory Services's Rio Tinto position peaked at $3.48M in Q1 2026.
  • 968 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.