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Rockland Trust’s Rio Tinto RIO Stock Holding History

Rockland Trust’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
Q2 		– Sell
-3,397
Closed -$204K – 289
2025
Q1 		$204K Buy
+3,397
New +$209K 0.01% 265
2024
Q4 		– Sell
-3,545
Closed -$252K – 294
2024
Q3 		$252K Hold
3,545
– – 0.01% 254
2024
Q2 		$234K Hold
3,545
– – 0.01% 272
2024
Q1 		$226K Hold
3,545
– – 0.01% 272
2023
Q4 		$264K Hold
3,545
– – 0.01% 260
2023
Q3 		$226K Hold
3,545
– – 0.01% 271
2023
Q2 		$226K Buy
3,545
+270
+8% +$17.4K 0.01% 274
2023
Q1 		$225K Buy
3,275
+200
+7% +$14.5K 0.01% 278
2022
Q4 		$219K Buy
+3,075
New +$193K 0.01% 281

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockland Trust's RIO Position: Q2 2025 in Review

Rockland Trust sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 3,397 shares — an estimated $204K sold.

Rockland Trust first reported a position in RIO in Q4 2022 and held it in 9 quarters. The position peaked at $264K in Q4 2023. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Rockland Trust reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
  • Rockland Trust sold 3,397 Rio Tinto shares in Q2 2025, an estimated $204K.
  • Rockland Trust first reported a position in Rio Tinto in Q4 2022 and held it in 9 quarters.
  • Rockland Trust's Rio Tinto position peaked at $264K in Q4 2023.
  • 743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Rockland Trust's 13F filing for Q2 2025, filed 10 Jul 2025.