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Sequoia Financial Advisors’s Rio Tinto RIO Stock Holding History

Sequoia Financial Advisors’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 		$2.09M Sell
22,026
-2,830
-11% -$287K 0.01% 627
2026
Q1 		$2.32M Buy
24,856
+3,328
+15% +$303K 0.01% 555
2025
Q4 		$1.72M Buy
21,528
+2,093
+11% +$151K 0.01% 635
2025
Q3 		$1.28M Buy
19,435
+4,595
+31% +$284K 0.01% 676
2025
Q2 		$866K Buy
14,840
+5,750
+63% +$339K 0.01% 749
2025
Q1 		$546K Sell
9,090
-1,336
-13% -$82.2K ﹤0.01% 822
2024
Q4 		$613K Buy
10,426
+816
+8% +$52.1K 0.01% 736
2024
Q3 		$684K Sell
9,610
-107
-1% -$6.87K 0.01% 655
2024
Q2 		$641K Buy
9,717
+229
+2% +$15.6K 0.01% 613
2024
Q1 		$605K Sell
9,488
-15,873
-63% -$1.06M 0.01% 624
2023
Q4 		$1.89M Buy
25,361
+16,950
+202% +$1.14M 0.02% 363
2023
Q3 		$535K Sell
8,411
-173
-2% -$11K 0.01% 499
2023
Q2 		$548K Buy
8,584
+736
+9% +$47.3K 0.01% 501
2023
Q1 		$538K Buy
7,848
+710
+10% +$51.5K 0.01% 446
2022
Q4 		$508K Buy
7,138
+774
+12% +$48.6K 0.01% 429
2022
Q3 		$350K Sell
6,364
-628
-9% -$36.2K 0.01% 353
2022
Q2 		$426K Buy
6,992
+491
+8% +$35.2K 0.01% 356
2022
Q1 		$523K Buy
6,501
+1,603
+33% +$122K 0.01% 349
2021
Q4 		$328K Buy
+4,898
New +$317K 0.01% 425
2021
Q3 		– Sell
-4,096
Closed -$344K – 406
2021
Q2 		$344K Buy
4,096
+666
+19% +$57.3K 0.01% 346
2021
Q1 		$266K Buy
3,430
+88
+3% +$7.22K 0.01% 366
2020
Q4 		$251K Sell
3,342
-133
-4% -$8.73K 0.01% 350
2020
Q3 		$210K Sell
3,475
-300
-8% -$18.4K 0.01% 361
2020
Q2 		$212K Buy
+3,775
New +$191K 0.01% 336

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

Sequoia Financial Advisors's RIO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Rio Tinto (RIO) stake by 11% in Q2 2026, selling an estimated $287K and leaving 22,026 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #627.

Sequoia Financial Advisors first reported a position in RIO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.32M in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Sequoia Financial Advisors held 22,026 shares of Rio Tinto worth $2.09M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,830 Rio Tinto shares in Q2 2026, an estimated $287K.
  • Rio Tinto made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #627 holding.
  • Sequoia Financial Advisors first reported a position in Rio Tinto in Q2 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's Rio Tinto position peaked at $2.32M in Q1 2026.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.