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 Q3	$9.42K	Sell	100 -250	-71%	-$24.3K	﹤0.01%	874
2026 Q2	$33.2K	Sell	350 -202	-37%	-$20.5K	0.01%	622
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%	-$9.8K	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 $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc's RIO Position: Q3 2026 in Review

Key Financial Inc reduced its Rio Tinto (RIO) stake by 71% in Q3 2026, selling an estimated $24.3K and leaving 100 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Key Financial Inc first reported a position in RIO in Q4 2021 and has held it in 20 quarters since. The position peaked at $51.5K in Q1 2026. 636 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Key Financial Inc held 100 shares of Rio Tinto worth $9.42K as of Q3 2026.
Key Financial Inc sold 250 Rio Tinto shares in Q3 2026, an estimated $24.3K.
Rio Tinto made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #874 holding.
Key Financial Inc first reported a position in Rio Tinto in Q4 2021 and has held it in 20 quarters since.
Key Financial Inc's Rio Tinto position peaked at $51.5K in Q1 2026.
636 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.