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Marshall Financial Group (Maryland)’s Rio Tinto RIO Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		$705K Buy
+7,423
New +$753K 0.1% 186
2025
Q2 		– Sell
-15,761
Closed -$947K – 269
2025
Q1 		$947K Buy
15,761
+1,987
+14% +$122K 0.21% 119
2024
Q4 		$810K Buy
+13,774
New +$880K 0.2% 131

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Marshall Financial Group (Maryland)'s RIO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Rio Tinto (RIO) in Q2 2026: 7,423 shares worth $705K. The stake represents 0.1% of the portfolio and ranks #186 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in RIO as recently as Q1 2025.

Marshall Financial Group (Maryland) first reported a position in RIO in Q4 2024 and has held it in 3 quarters since. The position peaked at $947K in Q1 2025. 970 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 7,423 shares of Rio Tinto worth $705K as of Q2 2026.
  • Rio Tinto was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • Rio Tinto made up 0.1% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #186 holding.
  • Marshall Financial Group (Maryland) first reported a position in Rio Tinto in Q4 2024 and has held it in 3 quarters since.
  • Marshall Financial Group (Maryland)'s Rio Tinto position peaked at $947K in Q1 2025.
  • 970 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.