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NewSquare Capital’s Rio Tinto RIO Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-192
Closed -$11.2K – 997
2025
Q2 		$11.2K Buy
192
+84
+78% +$4.96K ﹤0.01% 625
2025
Q1 		$6.49K Buy
108
+20
+23% +$1.23K ﹤0.01% 634
2024
Q4 		$5.17K Buy
+88
New +$5.62K ﹤0.01% 361
2022
Q2 		– Sell
-8,365
Closed -$673K – 410
2022
Q1 		$673K Buy
+8,365
New +$635K 0.07% 139
2016
Q4 		– Sell
-133
Closed -$4K – 421
2016
Q3 		$4K Buy
+133
New +$4.24K ﹤0.01% 358

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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewSquare Capital's RIO Position: Q3 2025 in Review

NewSquare Capital sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 192 shares — an estimated $11.2K sold.

NewSquare Capital first reported a position in RIO in Q3 2016 and held it in 5 quarters. The position peaked at $673K in Q1 2022. 766 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

  • NewSquare Capital reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 192 Rio Tinto shares in Q3 2025, an estimated $11.2K.
  • NewSquare Capital first reported a position in Rio Tinto in Q3 2016 and held it in 5 quarters.
  • NewSquare Capital's Rio Tinto position peaked at $673K in Q1 2022.
  • 766 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.