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Summit Financial’s Rio Tinto RIO Stock Holding History

Summit Financial’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 		$652K Buy
6,865
+3,681
+116% +$373K 0.01% 998
2026
Q1 		$305K Buy
3,184
+14
+0.4% +$1.28K ﹤0.01% 1188
2025
Q4 		$254K Sell
3,170
-61
-2% -$4.39K ﹤0.01% 1145
2025
Q3 		$213K Buy
+3,231
New +$200K ﹤0.01% 1184

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

Summit Financial's RIO Position: Q2 2026 in Review

Summit Financial increased its Rio Tinto (RIO) stake by 116% in Q2 2026, buying an estimated $373K and bringing the position to 6,865 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #998.

Summit Financial first reported a position in RIO in Q3 2025 and has held it in 4 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Summit Financial held 6,865 shares of Rio Tinto worth $652K as of Q2 2026.
  • Summit Financial bought 3,681 Rio Tinto shares in Q2 2026, an estimated $373K.
  • Rio Tinto made up 0.01% of Summit Financial's portfolio in Q2 2026, its #998 holding.
  • Summit Financial first reported a position in Rio Tinto in Q3 2025 and has held it in 4 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.