Summit Global Investments’s Rio Tinto RIO Stock Holding History

Summit Global Investments’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	$443K	Sell	4,664 -123	-3%	-$12.5K	0.02%	369
2026 Q1	$447K	Sell	4,787 -1,363	-22%	-$124K	0.03%	349
2025 Q4	$492K	Buy	+6,150	New	+$443K	0.03%	319
2025 Q2	–	Sell	-8,528	Closed	-$512K	–	516
2025 Q1	$512K	Sell	8,528 -25,127	-75%	-$1.55M	0.04%	283
2024 Q4	$1.98M	Sell	33,655 -43,935	-57%	-$2.81M	0.12%	133
2024 Q3	$5.52M	Buy	77,590 +7,112	+10%	+$457K	0.35%	62
2024 Q2	$4.65M	Buy	70,478 +7,053	+11%	+$480K	0.31%	69
2024 Q1	$4.04M	Sell	63,425 -9,626	-13%	-$645K	0.3%	74
2023 Q4	$5.44M	Buy	+73,051	New	+$4.9M	0.36%	61

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 Global Investments's RIO Position: Q2 2026 in Review

Summit Global Investments reduced its Rio Tinto (RIO) stake by 2.6% in Q2 2026, selling an estimated $12.5K and leaving 4,664 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #369.

Summit Global Investments first reported a position in RIO in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.52M in Q3 2024. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Summit Global Investments held 4,664 shares of Rio Tinto worth $443K as of Q2 2026.
Summit Global Investments sold 123 Rio Tinto shares in Q2 2026, an estimated $12.5K.
Rio Tinto made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #369 holding.
Summit Global Investments first reported a position in Rio Tinto in Q4 2023 and has held it in 9 quarters since.
Summit Global Investments's Rio Tinto position peaked at $5.52M in Q3 2024.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.