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Sowell Financial Services’s Rio Tinto RIO Stock Holding History

Sowell Financial Services’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 		$1.12M Sell
11,816
-164
-1% -$16.6K 0.04% 433
2026
Q1 		$1.12M Sell
11,980
-678
-5% -$61.8K 0.04% 410
2025
Q4 		$1.01M Buy
12,658
+661
+6% +$47.6K 0.04% 430
2025
Q3 		$792K Sell
11,997
-294
-2% -$18.2K 0.03% 494
2025
Q2 		$717K Sell
12,291
-8,964
-42% -$529K 0.03% 511
2025
Q1 		$1.28M Buy
21,255
+1,414
+7% +$87K 0.06% 324
2024
Q4 		$1.17M Buy
19,841
+247
+1% +$15.8K 0.06% 292
2024
Q3 		$1.39M Buy
19,594
+83
+0.4% +$5.33K 0.06% 293
2024
Q2 		$1.29M Buy
19,511
+9,418
+93% +$641K 0.06% 296
2024
Q1 		$669K Sell
10,093
-1,637
-14% -$110K 0.03% 412
2023
Q4 		$873K Sell
11,730
-582
-5% -$39K 0.05% 350
2023
Q3 		$784K Buy
12,312
+855
+7% +$54.5K 0.05% 340
2023
Q2 		$731K Buy
11,457
+1,551
+16% +$99.7K 0.04% 407
2023
Q1 		$680K Sell
9,906
-595
-6% -$43.2K 0.05% 376
2022
Q4 		$748K Buy
+10,501
New +$660K 0.05% 362
2021
Q2 		– Sell
-5,089
Closed -$465K – 2245
2021
Q1 		$465K Buy
+5,089
New +$417K 0.02% 674

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

Sowell Financial Services's RIO Position: Q2 2026 in Review

Sowell Financial Services reduced its Rio Tinto (RIO) stake by 1.4% in Q2 2026, selling an estimated $16.6K and leaving 11,816 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #433.

Sowell Financial Services first reported a position in RIO in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.39M in Q3 2024. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Sowell Financial Services held 11,816 shares of Rio Tinto worth $1.12M as of Q2 2026.
  • Sowell Financial Services sold 164 Rio Tinto shares in Q2 2026, an estimated $16.6K.
  • Rio Tinto made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #433 holding.
  • Sowell Financial Services first reported a position in Rio Tinto in Q1 2021 and has held it in 16 quarters since.
  • Sowell Financial Services's Rio Tinto position peaked at $1.39M in Q3 2024.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.