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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
Q2 		– Sell
-6,814
Closed -$636K – 102
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 $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

Norris Financial Group's RIO Position: Q2 2026 in Review

Norris Financial Group sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 6,814 shares — an estimated $636K sold.

Norris Financial Group first reported a position in RIO in Q1 2022 and held it in 17 quarters. The position peaked at $2.27M in Q4 2025. 964 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Norris Financial Group reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
  • Norris Financial Group sold 6,814 Rio Tinto shares in Q2 2026, an estimated $636K.
  • Norris Financial Group first reported a position in Rio Tinto in Q1 2022 and held it in 17 quarters.
  • Norris Financial Group's Rio Tinto position peaked at $2.27M in Q4 2025.
  • 964 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.