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Summit Securities Group’s Rio Tinto RIO Stock Holding History

Summit Securities 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
2022
Q1 		– Sell
-600
Closed -$40K – 1314
2021
Q4 		$40K Buy
+600
New +$38.8K ﹤0.01% 741
2021
Q3 		– Sell
-52
Closed -$436K – 861
2021
Q2 		$436K Buy
+52
New +$4.47K 0.04% 417
2015
Q2 		– Sell
-11
Closed -$5K – 575
2015
Q1 		$5K Buy
+11
New +$497 ﹤0.01% 316

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Securities Group's RIO Position: Q1 2026 in Review

Summit Securities Group increased its Rio Tinto (RIO) stake by 242% in Q1 2026, buying an estimated $574K and bringing the position to 8,900 shares worth $830K. The position accounts for 0.1% of the portfolio, ranked #110.

Summit Securities Group first reported a position in RIO in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.63M in Q3 2025. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Summit Securities Group held 8,900 shares of Rio Tinto worth $830K as of Q1 2026.
  • Summit Securities Group bought 6,300 Rio Tinto shares in Q1 2026, an estimated $574K.
  • Rio Tinto made up 0.1% of Summit Securities Group's portfolio in Q1 2026, its #110 holding.
  • Summit Securities Group first reported a position in Rio Tinto in Q2 2013 and has held it in 30 quarters since.
  • Summit Securities Group's Rio Tinto position peaked at $2.63M in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.