Stonegate Investment Group’s Rio Tinto RIO Stock Holding History

Stonegate Investment 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 Q3	$1.12M	Buy	16,996 +34	+0.2%	+$2.1K	0.03%	174
2025 Q2	$989K	Buy	16,962 +9,937	+141%	+$587K	0.02%	181
2025 Q1	$422K	Buy	7,025 +206	+3%	+$12.7K	0.01%	238
2024 Q4	$401K	Buy	6,819 +1,352	+25%	+$86.4K	0.01%	239
2024 Q3	$389K	Buy	5,467 +179	+3%	+$11.5K	0.01%	261
2024 Q2	$349K	Buy	5,288 +1,800	+52%	+$122K	0.01%	260
2024 Q1	$222K	Buy	3,488 +350	+11%	+$23.4K	0.01%	300
2023 Q4	$234K	Sell	3,138 -1,500	-32%	-$101K	0.01%	276
2023 Q3	$295K	Sell	4,638 -52	-1%	-$3.32K	0.01%	243
2023 Q2	$299K	Buy	4,690 +900	+24%	+$57.9K	0.01%	254
2023 Q1	$260K	Sell	3,790 -168	-4%	-$12.2K	0.01%	268
2022 Q4	$282K	Sell	3,958 -52	-1%	-$3.27K	0.01%	255
2022 Q3	$221K	Buy	4,010 +292	+8%	+$16.8K	0.01%	252
2022 Q2	$227K	Buy	+3,718	New	+$266K	0.01%	258

Other funds holding RIO

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonegate Investment Group's RIO Position: Q3 2025 in Review

Stonegate Investment Group increased its Rio Tinto (RIO) stake by 0.2% in Q3 2025, buying an estimated $2.1K and bringing the position to 16,996 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #174.

Stonegate Investment Group first reported a position in RIO in Q2 2022 and has held it in 14 quarters since. 767 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

Stonegate Investment Group held 16,996 shares of Rio Tinto worth $1.12M as of Q3 2025.
Stonegate Investment Group bought 34 Rio Tinto shares in Q3 2025, an estimated $2.1K.
Rio Tinto made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #174 holding.
Stonegate Investment Group first reported a position in Rio Tinto in Q2 2022 and has held it in 14 quarters since.
767 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.