Kingswood Wealth Advisors’s Rio Tinto RIO Stock Holding History

Kingswood Wealth Advisors’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	–	Sell	-2,522	Closed	-$202K	–	962
2025 Q4	$202K	Buy	+2,522	New	+$182K	0.01%	826
2025 Q3	–	Sell	-3,565	Closed	-$208K	–	837
2025 Q2	$208K	Sell	3,565 -479	-12%	-$28.3K	0.02%	695
2025 Q1	$243K	Sell	4,044 -2,035	-33%	-$125K	0.02%	620
2024 Q4	$358K	Buy	+6,079	New	+$388K	0.03%	548
2024 Q3	–	Sell	-7,267	Closed	-$479K	–	735
2024 Q2	$479K	Buy	7,267 +273	+4%	+$18.6K	0.04%	403
2024 Q1	$446K	Sell	6,994 -1,227	-15%	-$82.2K	0.05%	377
2023 Q4	$612K	Buy	8,221 +3,852	+88%	+$258K	0.07%	296
2023 Q3	$278K	Buy	+4,369	New	+$279K	0.05%	335

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kingswood Wealth Advisors's RIO Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Rio Tinto (RIO) in Q1 2026, closing a stake of 2,522 shares — an estimated $202K sold.

Kingswood Wealth Advisors first reported a position in RIO in Q3 2023 and held it in 8 quarters. The position peaked at $612K in Q4 2023. 939 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Rio Tinto position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,522 Rio Tinto shares in Q1 2026, an estimated $202K.
Kingswood Wealth Advisors first reported a position in Rio Tinto in Q3 2023 and held it in 8 quarters.
Kingswood Wealth Advisors's Rio Tinto position peaked at $612K in Q4 2023.
939 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.