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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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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. 251 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.
  • 251 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.