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
2026 Q1	–	Sell	-1,914	Closed	-$153K	–	2023
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 $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's RIO Position: Q1 2026 in Review

SageView Advisory Group sold out of Rio Tinto (RIO) in Q1 2026, closing a stake of 1,914 shares — an estimated $153K sold.

SageView Advisory Group first reported a position in RIO in Q2 2023 and held it in 10 quarters. The position peaked at $384K in Q4 2023. 942 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

SageView Advisory Group reported no remaining Rio Tinto position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,914 Rio Tinto shares in Q1 2026, an estimated $153K.
SageView Advisory Group first reported a position in Rio Tinto in Q2 2023 and held it in 10 quarters.
SageView Advisory Group's Rio Tinto position peaked at $384K in Q4 2023.
942 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.