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 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 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

Kestra Advisory Services's RIO Position: Q1 2026 in Review

Kestra Advisory Services increased its Rio Tinto (RIO) stake by 0.11% in Q1 2026, buying an estimated $3.74K and bringing the position to 37,250 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #985.

Kestra Advisory Services first reported a position in RIO in Q1 2021 and has held it in 21 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Kestra Advisory Services held 37,250 shares of Rio Tinto worth $3.48M as of Q1 2026.
Kestra Advisory Services bought 41 Rio Tinto shares in Q1 2026, an estimated $3.74K.
Rio Tinto made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #985 holding.
Kestra Advisory Services first reported a position in Rio Tinto in Q1 2021 and has held it in 21 quarters since.
933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.