Norris Financial Group’s Rio Tinto RIO Stock Holding History

Norris Financial Group’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	$636K	Sell	6,814 -21,586	-76%	-$1.97M	0.21%	58
2025 Q4	$2.27M	Buy	28,400 +185	+0.7%	+$13.3K	0.77%	44
2025 Q3	$1.86M	Buy	28,215 +310	+1%	+$19.2K	0.68%	45
2025 Q2	$1.63M	Buy	27,905 +585	+2%	+$34.5K	0.67%	42
2025 Q1	$1.64M	Buy	27,320 +19,682	+258%	+$1.21M	0.77%	36
2024 Q4	$449K	Buy	7,638 +3,912	+105%	+$250K	0.21%	58
2024 Q3	$265K	Hold	3,726	–	–	0.13%	68
2024 Q2	$246K	Buy	3,726 +500	+15%	+$34K	0.13%	71
2024 Q1	$206K	Sell	3,226 -1,920	-37%	-$129K	0.11%	70
2023 Q4	$383K	Buy	5,146 +1,188	+30%	+$79.7K	0.23%	50
2023 Q3	$252K	Sell	3,958 -7	-0.2%	-$447	0.17%	56
2023 Q2	$253K	Sell	3,965 -1,121	-22%	-$72.1K	0.18%	56
2023 Q1	$349K	Sell	5,086 -906	-15%	-$65.7K	0.26%	51
2022 Q4	$427K	Buy	5,992 +320	+6%	+$20.1K	0.36%	49
2022 Q3	$312K	Buy	5,672 +1,242	+28%	+$71.6K	0.29%	50
2022 Q2	$270K	Buy	4,430 +1,259	+40%	+$90.2K	0.22%	54
2022 Q1	$255K	Buy	+3,171	New	+$241K	0.15%	65

Other funds holding RIO

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $761B 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return