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Summitry LLC’s Rio Tinto RIO Stock Holding History

Summitry LLC’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 		$662K Buy
6,969
+139
+2% +$14.1K 0.02% 132
2026
Q1 		$637K Buy
6,830
+351
+5% +$32K 0.02% 115
2025
Q4 		$518K Buy
6,479
+1,538
+31% +$111K 0.02% 118
2025
Q3 		$326K Buy
4,941
+68
+1% +$4.21K 0.01% 141
2025
Q2 		$284K Buy
4,873
+963
+25% +$56.9K 0.01% 134
2025
Q1 		$235K Buy
3,910
+311
+9% +$19.1K 0.01% 128
2024
Q4 		$212K Sell
3,599
-299
-8% -$19.1K 0.01% 130
2024
Q3 		$277K Buy
+3,898
New +$250K 0.01% 111

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

Summitry LLC's RIO Position: Q2 2026 in Review

Summitry LLC increased its Rio Tinto (RIO) stake by 2% in Q2 2026, buying an estimated $14.1K and bringing the position to 6,969 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #132.

Summitry LLC first reported a position in RIO in Q3 2024 and has held it in 8 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Summitry LLC held 6,969 shares of Rio Tinto worth $662K as of Q2 2026.
  • Summitry LLC bought 139 Rio Tinto shares in Q2 2026, an estimated $14.1K.
  • Rio Tinto made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #132 holding.
  • Summitry LLC first reported a position in Rio Tinto in Q3 2024 and has held it in 8 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.