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Sacks & Associates’s Rio Tinto RIO Stock Holding History

Sacks & Associates’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 		$1.11M Sell
11,425
-458
-4% -$46.4K 0.75% 34
2026
Q1 		$1.11M Sell
11,883
-110
-0.9% -$10K 0.82% 31
2025
Q4 		$960K Buy
+11,993
New +$863K 0.7% 33

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sacks & Associates's RIO Position: Q2 2026 in Review

Sacks & Associates reduced its Rio Tinto (RIO) stake by 3.9% in Q2 2026, selling an estimated $46.4K and leaving 11,425 shares worth $1.11M. The position accounts for 0.75% of the portfolio, ranked #34.

Sacks & Associates first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 960 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Sacks & Associates held 11,425 shares of Rio Tinto worth $1.11M as of Q2 2026.
  • Sacks & Associates sold 458 Rio Tinto shares in Q2 2026, an estimated $46.4K.
  • Rio Tinto made up 0.75% of Sacks & Associates's portfolio in Q2 2026, its #34 holding.
  • Sacks & Associates first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
  • Sacks & Associates's Rio Tinto position peaked at $1.11M in Q1 2026.
  • 960 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.