Root Financial Partners
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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
Q3 		$97.2K Buy
+1,032
New +$100K ﹤0.01% 744
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Root Financial Partners's RIO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Rio Tinto (RIO) in Q3 2026: 1,032 shares worth $97.2K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RIO as recently as Q1 2026.

Root Financial Partners first reported a position in RIO in Q3 2025 and has held it in 4 quarters since. 636 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Root Financial Partners held 1,032 shares of Rio Tinto worth $97.2K as of Q3 2026.
  • Rio Tinto was a new Root Financial Partners position in Q3 2026.
  • Rio Tinto made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #744 holding.
  • Root Financial Partners first reported a position in Rio Tinto in Q3 2025 and has held it in 4 quarters since.
  • 636 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.