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Smallwood Wealth Investment Management’s Rio Tinto RIO Stock Holding History

Smallwood Wealth Investment Management’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
Q3 		– Sell
-7
Closed -$408 – 574
2025
Q2 		$408 Buy
+7
New +$413 ﹤0.01% 509

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JP Morgan Chase
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Bank of America
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Smallwood Wealth Investment Management's RIO Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 7 shares — an estimated $408 sold.

Smallwood Wealth Investment Management first reported a position in RIO in Q2 2025 and held it in 1 quarter. The position peaked at $408 in Q2 2025. 767 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 7 Rio Tinto shares in Q3 2025, an estimated $408.
  • Smallwood Wealth Investment Management first reported a position in Rio Tinto in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Rio Tinto position peaked at $408 in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.