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Legacy Financial Advisors’s Rio Tinto RIO Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-12,261
Closed -$809K – 441
2025
Q3 		$809K Buy
+12,261
New +$758K 0.11% 171
2025
Q2 		– Sell
-9,892
Closed -$594K – 399
2025
Q1 		$594K Sell
9,892
-2
-0% -$123 0.1% 169
2024
Q4 		$582K Buy
9,894
+1,402
+17% +$89.5K 0.1% 174
2024
Q3 		$604K Sell
8,492
-682
-7% -$43.8K 0.1% 170
2024
Q2 		$605K Buy
9,174
+5,404
+143% +$368K 0.11% 161
2024
Q1 		$240K Buy
3,770
+120
+3% +$8.04K 0.04% 284
2023
Q4 		$272K Buy
+3,650
New +$245K 0.05% 244
2022
Q2 		– Sell
-2,655
Closed -$213K – 252
2022
Q1 		$213K Buy
+2,655
New +$202K 0.05% 226
2019
Q2 		– Sell
-1,134
Closed -$67K – 726
2019
Q1 		$67K Buy
1,134
+284
+33% +$15.6K 0.02% 229
2018
Q4 		$41K Buy
850
+142
+20% +$6.93K 0.02% 276
2018
Q3 		$36K Sell
708
-47
-6% -$2.4K 0.01% 287
2018
Q2 		$41K Sell
755
-13
-2% -$728 0.02% 274
2018
Q1 		$40K Sell
768
-50
-6% -$2.73K 0.02% 271
2017
Q4 		$43K Buy
+818
New +$39.9K 0.02% 264

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Legacy Financial Advisors's RIO Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Rio Tinto (RIO) in Q4 2025, closing a stake of 12,261 shares — an estimated $809K sold.

Legacy Financial Advisors first reported a position in RIO in Q4 2017 and held it in 14 quarters. The position peaked at $809K in Q3 2025. 878 funds tracked by Wall St. Rank hold RIO as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Rio Tinto position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 12,261 Rio Tinto shares in Q4 2025, an estimated $809K.
  • Legacy Financial Advisors first reported a position in Rio Tinto in Q4 2017 and held it in 14 quarters.
  • Legacy Financial Advisors's Rio Tinto position peaked at $809K in Q3 2025.
  • 878 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.