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NorthCrest Asset Manangement’s Rio Tinto RIO Stock Holding History

NorthCrest Asset Manangement’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
-5,150
Closed -$304K – 758
2025
Q2 		$304K Sell
5,150
-877
-15% -$51.8K 0.01% 517
2025
Q1 		$362K Sell
6,027
-500
-8% -$30.8K 0.01% 478
2024
Q4 		$384K Buy
6,527
+719
+12% +$45.9K 0.01% 440
2024
Q3 		$413K Buy
+5,808
New +$373K 0.01% 429

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

NorthCrest Asset Manangement's RIO Position: Q3 2025 in Review

NorthCrest Asset Manangement sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 5,150 shares — an estimated $304K sold.

NorthCrest Asset Manangement first reported a position in RIO in Q3 2024 and held it in 4 quarters. The position peaked at $413K in Q3 2024. 766 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

  • NorthCrest Asset Manangement reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 5,150 Rio Tinto shares in Q3 2025, an estimated $304K.
  • NorthCrest Asset Manangement first reported a position in Rio Tinto in Q3 2024 and held it in 4 quarters.
  • NorthCrest Asset Manangement's Rio Tinto position peaked at $413K in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2025, filed 29 Oct 2025.