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Mattson Financial Services’s Rio Tinto RIO Stock Holding History

Mattson Financial 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
2025
Q2 		– Sell
-37
Closed -$2.22K – 302
2025
Q1 		$2.22K Buy
+37
New +$2.28K ﹤0.01% 289

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Morgan Stanley
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mattson Financial Services's RIO Position: Q2 2025 in Review

Mattson Financial Services sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 37 shares — an estimated $2.22K sold.

Mattson Financial Services first reported a position in RIO in Q1 2025 and held it in 1 quarter. The position peaked at $2.22K in Q1 2025. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Mattson Financial Services reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 37 Rio Tinto shares in Q2 2025, an estimated $2.22K.
  • Mattson Financial Services first reported a position in Rio Tinto in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's Rio Tinto position peaked at $2.22K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.