SageView Advisory Group’s Rio Tinto RIO Stock Holding History

SageView Advisory Group’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 Q4	$153K	Sell	1,914 -1,578	-45%	-$114K	0.01%	681
2025 Q3	$231K	Sell	3,492 -150	-4%	-$9.28K	0.01%	590
2025 Q2	$227K	Sell	3,642 -167	-4%	-$9.86K	0.01%	569
2025 Q1	$229K	Sell	3,809 -130	-3%	-$8K	0.01%	545
2024 Q4	$232K	Buy	3,939 +957	+32%	+$61.1K	0.01%	529
2024 Q3	$212K	Sell	2,982 -1,807	-38%	-$116K	0.01%	484
2024 Q2	$316K	Buy	+4,789	New	+$326K	0.01%	417
2024 Q1	–	Sell	-5,466	Closed	-$384K	–	745
2023 Q4	$384K	Buy	5,466 +2,024	+59%	+$136K	0.02%	449
2023 Q3	$219K	Sell	3,442 -127	-4%	-$8.1K	0.01%	497
2023 Q2	$228K	Buy	+3,569	New	+$229K	0.01%	505

Other funds holding RIO

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

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SageView Advisory Group's RIO Position: Q4 2025 in Review

SageView Advisory Group reduced its Rio Tinto (RIO) stake by 45% in Q4 2025, selling an estimated $114K and leaving 1,914 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #681.

SageView Advisory Group first reported a position in RIO in Q2 2023 and has held it in 10 quarters since. The position peaked at $384K in Q4 2023. 876 funds tracked by Wall St. Rank hold RIO as of Q4 2025.

SageView Advisory Group held 1,914 shares of Rio Tinto worth $153K as of Q4 2025.
SageView Advisory Group sold 1,578 Rio Tinto shares in Q4 2025, an estimated $114K.
Rio Tinto made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #681 holding.
SageView Advisory Group first reported a position in Rio Tinto in Q2 2023 and has held it in 10 quarters since.
SageView Advisory Group's Rio Tinto position peaked at $384K in Q4 2023.
876 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.