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Optimum Investment Advisors’s Rio Tinto RIO Stock Holding History

Optimum Investment Advisors’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 		$129K Hold
1,950
– – 0.05% 229
2025
Q2 		$114K Sell
1,950
-475
-20% -$28K 0.05% 234
2025
Q1 		$146K Hold
2,425
– – 0.07% 200
2024
Q4 		$143K Sell
2,425
-600
-20% -$38.3K 0.06% 213
2024
Q3 		$215K Sell
3,025
-300
-9% -$19.3K 0.09% 180
2024
Q2 		$219K Sell
3,325
-200
-6% -$13.6K 0.1% 176
2024
Q1 		$225K Sell
3,525
-550
-13% -$36.8K 0.1% 179
2023
Q4 		$303K Sell
4,075
-150
-4% -$10.1K 0.15% 142
2023
Q3 		$269K Sell
4,225
-2,800
-40% -$179K 0.14% 155
2023
Q2 		$448K Sell
7,025
-100
-1% -$6.43K 0.22% 110
2023
Q1 		$489K Buy
7,125
+4,775
+203% +$347K 0.26% 96
2022
Q4 		$167K Buy
2,350
+1,400
+147% +$87.9K 0.09% 205
2022
Q3 		$52K Hold
950
– – 0.03% 372
2022
Q2 		$58K Sell
950
-116
-11% -$8.31K 0.03% 375
2022
Q1 		$86K Sell
1,066
-217
-17% -$16.5K 0.04% 336
2021
Q4 		$86K Buy
1,283
+200
+18% +$12.9K 0.03% 365
2021
Q3 		$72K Buy
1,083
+333
+44% +$26K 0.03% 393
2021
Q2 		$63K Buy
750
+50
+7% +$4.3K 0.02% 455
2021
Q1 		$54K Buy
700
+50
+8% +$4.1K 0.02% 485
2020
Q4 		$49K Buy
+650
New +$42.7K 0.01% 483
2018
Q3 		– Sell
-450
Closed -$25K – 1075
2018
Q2 		$25K Hold
450
– – 0.01% 687
2018
Q1 		$23K Buy
+450
New +$24.5K 0.01% 685
2015
Q1 		$33K Buy
806
+6
+0.8% +$271 0.01% 593
2014
Q4 		$37K Sell
800
-4,410
-85% -$208K 0.01% 575
2014
Q3 		$256K Hold
5,210
– – 0.08% 216
2014
Q2 		$283K Buy
5,210
+4,410
+551% +$239K 0.09% 211
2014
Q1 		$45K Buy
+800
New +$43.6K 0.02% 411

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

Optimum Investment Advisors's RIO Position: Q3 2025 in Review

Optimum Investment Advisors held its Rio Tinto (RIO) position steady in Q3 2025 at 1,950 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #229.

Optimum Investment Advisors first reported a position in RIO in Q1 2014 and has held it in 27 quarters since. The position peaked at $489K in Q1 2023. 767 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

  • Optimum Investment Advisors held 1,950 shares of Rio Tinto worth $129K as of Q3 2025.
  • Optimum Investment Advisors left its Rio Tinto share count unchanged in Q3 2025.
  • Rio Tinto made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #229 holding.
  • Optimum Investment Advisors first reported a position in Rio Tinto in Q1 2014 and has held it in 27 quarters since.
  • Optimum Investment Advisors's Rio Tinto position peaked at $489K in Q1 2023.
  • 767 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.