Summit Trail Advisors’s Rio Tinto RIO Stock Holding History

Summit Trail Advisors’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	$1.02M	Buy	10,739 +316	+3%	+$32K	0.01%	989
2026 Q1	$972K	Buy	+10,423	New	+$950K	0.01%	940
2025 Q4	–	Sell	-3,047	Closed	-$201K	–	1363
2025 Q3	$201K	Buy	+3,047	New	+$188K	﹤0.01%	1296
2024 Q3	–	Sell	-5,210	Closed	-$343K	–	742
2024 Q2	$343K	Buy	+5,210	New	+$355K	0.01%	445
2018 Q1	–	Sell	-2,462	Closed	-$138K	–	1387
2017 Q4	$138K	Buy	+2,462	New	+$120K	0.02%	535

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 Trail Advisors's RIO Position: Q2 2026 in Review

Summit Trail Advisors increased its Rio Tinto (RIO) stake by 3% in Q2 2026, buying an estimated $32K and bringing the position to 10,739 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #989.

Summit Trail Advisors first reported a position in RIO in Q4 2017 and has held it in 5 quarters since. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Summit Trail Advisors held 10,739 shares of Rio Tinto worth $1.02M as of Q2 2026.
Summit Trail Advisors bought 316 Rio Tinto shares in Q2 2026, an estimated $32K.
Rio Tinto made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #989 holding.
Summit Trail Advisors first reported a position in Rio Tinto in Q4 2017 and has held it in 5 quarters since.
966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.