Level Four Advisory Services’s Rio Tinto RIO Stock Holding History

Level Four 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	–	Sell	-3,006	Closed	-$241K	–	895
2025 Q4	$241K	Buy	+3,006	New	+$216K	0.01%	750
2024 Q3	–	Sell	-3,049	Closed	-$201K	–	797
2024 Q2	$201K	Sell	3,049 -1,264	-29%	-$86K	0.01%	705
2024 Q1	$321K	Hold	4,313	–	–	0.02%	590
2023 Q4	$321K	Sell	4,313 -2,787	-39%	-$187K	0.02%	588
2023 Q3	$452K	Sell	7,100 -462	-6%	-$29.5K	0.03%	471
2023 Q2	$483K	Sell	7,562 -618	-8%	-$39.7K	0.03%	479
2023 Q1	$561K	Buy	8,180 +675	+9%	+$49K	0.04%	394
2022 Q4	$534K	Sell	7,505 -673	-8%	-$42.3K	0.04%	383
2022 Q3	$450K	Sell	8,178 -142	-2%	-$8.18K	0.04%	328
2022 Q2	$508K	Buy	8,320 +1,281	+18%	+$91.8K	0.05%	330
2022 Q1	$566K	Sell	7,039 -435	-6%	-$33K	0.04%	359
2021 Q4	$500K	Buy	7,474 +612	+9%	+$39.6K	0.04%	382
2021 Q3	$459K	Sell	6,862 -67	-1%	-$5.23K	0.05%	304
2021 Q2	$581K	Buy	6,929 +1,971	+40%	+$169K	0.04%	367
2021 Q1	$385K	Buy	+4,958	New	+$407K	0.03%	440

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

Level Four Advisory Services's RIO Position: Q1 2026 in Review

Level Four Advisory Services sold out of Rio Tinto (RIO) in Q1 2026, closing a stake of 3,006 shares — an estimated $241K sold.

Level Four Advisory Services first reported a position in RIO in Q1 2021 and held it in 15 quarters. The position peaked at $581K in Q2 2021. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Level Four Advisory Services reported no remaining Rio Tinto position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 3,006 Rio Tinto shares in Q1 2026, an estimated $241K.
Level Four Advisory Services first reported a position in Rio Tinto in Q1 2021 and held it in 15 quarters.
Level Four Advisory Services's Rio Tinto position peaked at $581K in Q2 2021.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.