Key Financial Inc’s Rio Tinto RIO Stock Holding History

Key Financial Inc’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	$51.5K	Buy	552 +202	+58%	+$18.4K	0.01%	526
2025 Q4	$28K	Hold	350	–	–	0.01%	652
2025 Q3	$23.2K	Hold	350	–	–	﹤0.01%	678
2025 Q2	$20.4K	Hold	350	–	–	﹤0.01%	691
2025 Q1	$21K	Hold	350	–	–	﹤0.01%	656
2024 Q4	$20.6K	Hold	350	–	–	﹤0.01%	649
2024 Q3	$24.9K	Hold	350	–	–	0.01%	606
2024 Q2	$23.1K	Hold	350	–	–	0.01%	607
2024 Q1	$22.3K	Hold	350	–	–	0.01%	584
2023 Q4	$26.1K	Hold	350	–	–	0.01%	535
2023 Q3	$22.3K	Hold	350	–	–	0.01%	546
2023 Q2	$22.3K	Hold	350	–	–	0.01%	554
2023 Q1	$24K	Buy	350 +100	+40%	+$7.26K	0.01%	510
2022 Q4	$13.8K	Hold	250	–	–	0.01%	563
2022 Q3	$14K	Sell	250 -170	-40%	-$9.79K	0.01%	564
2022 Q2	$25K	Hold	420	–	–	0.01%	469
2022 Q1	$34K	Hold	420	–	–	0.02%	411
2021 Q4	$28K	Buy	+420	New	+$27.2K	0.01%	429

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

Key Financial Inc's RIO Position: Q1 2026 in Review

Key Financial Inc increased its Rio Tinto (RIO) stake by 58% in Q1 2026, buying an estimated $18.4K and bringing the position to 552 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #526.

Key Financial Inc first reported a position in RIO in Q4 2021 and has held it in 18 quarters since. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Key Financial Inc held 552 shares of Rio Tinto worth $51.5K as of Q1 2026.
Key Financial Inc bought 202 Rio Tinto shares in Q1 2026, an estimated $18.4K.
Rio Tinto made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #526 holding.
Key Financial Inc first reported a position in Rio Tinto in Q4 2021 and has held it in 18 quarters since.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.