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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 $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 Securities Group's RIO Position: Q2 2026 in Review

Summit Securities Group reduced its Rio Tinto (RIO) stake by 66% in Q2 2026, selling an estimated $592K and leaving 3,059 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #230.

Summit Securities Group first reported a position in RIO in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.63M in Q3 2025. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Summit Securities Group held 3,059 shares of Rio Tinto worth $290K as of Q2 2026.
  • Summit Securities Group sold 5,841 Rio Tinto shares in Q2 2026, an estimated $592K.
  • Rio Tinto made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #230 holding.
  • Summit Securities Group first reported a position in Rio Tinto in Q2 2013 and has held it in 31 quarters since.
  • Summit Securities Group's Rio Tinto position peaked at $2.63M in Q3 2025.
  • 966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

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