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
2023 Q4	–	Sell	-1,900	Closed	-$121K	–	864
2023 Q3	$121K	Buy	+1,900	New	+$121K	0.01%	204
2023 Q1	–	Sell	-4,900	Closed	-$349K	–	1202
2022 Q4	$349K	Sell	4,900 -3,300	-40%	-$207K	0.01%	301
2022 Q3	$451K	Buy	8,200 +7,600	+1,267%	+$438K	0.03%	270
2022 Q2	$37K	Sell	600 -6,100	-91%	-$437K	﹤0.01%	629
2022 Q1	$539K	Buy	6,700 +4,700	+235%	+$357K	0.06%	220
2021 Q4	$134K	Buy	2,000 +1,945	+3,536%	+$126K	0.01%	661
2021 Q3	$368K	Hold	55	–	–	0.03%	476
2021 Q2	$461K	Buy	+55	New	+$4.73K	0.04%	405
2015 Q1	–	Sell	-44	Closed	-$2K	–	596
2014 Q4	$2K	Sell	44 -6	-12%	-$283	﹤0.01%	534
2014 Q3	$5K	Buy	+50	New	+$2.76K	﹤0.01%	574
2013 Q4	–	Sell	-67	Closed	-$1K	–	581
2013 Q3	$1K	Buy	67 +56	+509%	+$2.61K	﹤0.01%	382
2013 Q2	$2K	Buy	+11	New	+$491	﹤0.01%	487

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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.