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Root Financial Partners’s Rio Tinto RIO Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-413
Closed -$38.5K – 2556
2026
Q1 		$38.5K Buy
413
+2
+0.5% +$182 ﹤0.01% 995
2025
Q4 		$32.9K Sell
411
-129
-24% -$9.29K ﹤0.01% 898
2025
Q3 		$35.6K Buy
+540
New +$33.4K ﹤0.01% 808

Other funds holding RIO

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Root Financial Partners's RIO Position: Q2 2026 in Review

Root Financial Partners sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 413 shares — an estimated $38.5K sold.

Root Financial Partners first reported a position in RIO in Q3 2025 and held it in 3 quarters. The position peaked at $38.5K in Q1 2026. 363 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Root Financial Partners reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 413 Rio Tinto shares in Q2 2026, an estimated $38.5K.
  • Root Financial Partners first reported a position in Rio Tinto in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Rio Tinto position peaked at $38.5K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.