Summit Financial Wealth Advisors’s Rio Tinto RIO Stock Holding History

Summit Financial Wealth 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	$293K	Buy	3,090 +3	+0.1%	+$304	0.04%	177
2026 Q1	$288K	Buy	3,087 +384	+14%	+$35K	0.04%	158
2025 Q4	$216K	Buy	+2,703	New	+$195K	0.03%	187

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Summit Financial Wealth Advisors's RIO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Rio Tinto (RIO) stake by 0.1% in Q2 2026, buying an estimated $304 and bringing the position to 3,090 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #177.

Summit Financial Wealth Advisors first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Summit Financial Wealth Advisors held 3,090 shares of Rio Tinto worth $293K as of Q2 2026.
Summit Financial Wealth Advisors bought 3 Rio Tinto shares in Q2 2026, an estimated $304.
Rio Tinto made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #177 holding.
Summit Financial Wealth Advisors first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.