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 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 $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 Trail Advisors's RIO Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Rio Tinto (RIO) in Q1 2026: 10,423 shares worth $972K. The stake represents 0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in RIO as recently as Q3 2025.

Summit Trail Advisors first reported a position in RIO in Q4 2017 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Summit Trail Advisors held 10,423 shares of Rio Tinto worth $972K as of Q1 2026.
Rio Tinto was a new Summit Trail Advisors position in Q1 2026.
Rio Tinto made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #940 holding.
Summit Trail Advisors first reported a position in Rio Tinto in Q4 2017 and has held it in 4 quarters since.
933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.