Paloma Partners’s Rio Tinto RIO Stock Holding History

Paloma Partners’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 Q1	–	Sell	-680,700	Closed	-$40M	–	228
2024 Q4	$40M	Buy	+680,700	New	+$43.5M	1.79%	15
2022 Q2	–	Sell	-2,562	Closed	-$206K	–	1649
2022 Q1	$206K	Buy	+2,562	New	+$194K	0.01%	1385
2021 Q1	–	Sell	-3,310	Closed	-$249K	–	2313
2020 Q4	$249K	Buy	+3,310	New	+$217K	0.01%	1262
2020 Q3	–	Sell	-7,068	Closed	-$398K	–	2390
2020 Q2	$398K	Buy	+7,068	New	+$358K	0.01%	1333
2020 Q1	–	Sell	-4,939	Closed	-$293K	–	1939
2019 Q4	$293K	Buy	+4,939	New	+$268K	﹤0.01%	1771
2014 Q4	–	Sell	-8,000	Closed	-$393K	–	1325
2014 Q3	$393K	Buy	+8,000	New	+$442K	0.02%	617

Other funds holding RIO

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Paloma Partners's RIO Position: Q1 2025 in Review

Paloma Partners sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 680,700 shares — an estimated $40M sold.

Paloma Partners first reported a position in RIO in Q3 2014 and held it in 6 quarters. The position peaked at $40M in Q4 2024. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Paloma Partners reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
Paloma Partners sold 680,700 Rio Tinto shares in Q1 2025, an estimated $40M.
Paloma Partners first reported a position in Rio Tinto in Q3 2014 and held it in 6 quarters.
Paloma Partners's Rio Tinto position peaked at $40M in Q4 2024.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.