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SVB Wealth’s Rio Tinto RIO Stock Holding History

SVB Wealth’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
2025
Q1 		– Sell
-4,986
Closed -$293K – 1729
2024
Q4 		$293K Buy
+4,986
New +$318K 0.01% 565
2024
Q3 		– Sell
-4,813
Closed -$317K – 472
2024
Q2 		$317K Sell
4,813
-691
-13% -$47K 0.01% 548
2024
Q1 		$351K Sell
5,504
-1,107
-17% -$74.1K 0.01% 581
2023
Q4 		$492K Sell
6,611
-641
-9% -$43K 0.01% 479
2023
Q3 		$461K Buy
7,252
+312
+4% +$19.9K 0.01% 477
2023
Q2 		$443K Sell
6,940
-848
-11% -$54.5K 0.01% 524
2023
Q1 		$534K Buy
7,788
+2,948
+61% +$214K 0.01% 522
2022
Q4 		$345K Buy
4,840
+702
+17% +$44.1K ﹤0.01% 686
2022
Q3 		$228K Sell
4,138
-7
-0.2% -$403 ﹤0.01% 801
2022
Q2 		$253K Sell
4,145
-5,547
-57% -$398K ﹤0.01% 615
2022
Q1 		$780K Buy
9,692
+1,506
+18% +$114K 0.01% 365
2021
Q4 		$547K Buy
+8,186
New +$530K 0.01% 433
2021
Q2 		– Sell
-7,190
Closed -$558K – 1018
2021
Q1 		$558K Buy
7,190
+1,025
+17% +$84.1K 0.01% 490
2020
Q4 		$464K Buy
6,165
+1,121
+22% +$73.6K 0.01% 494
2020
Q3 		$305K Buy
5,044
+751
+17% +$46.1K 0.01% 517
2020
Q2 		$241K Buy
+4,293
New +$217K ﹤0.01% 502
2018
Q1 		– Sell
-4,541
Closed -$240K – 466
2017
Q4 		$240K Buy
4,541
+155
+4% +$7.57K 0.01% 429
2017
Q3 		$207K Buy
+4,386
New +$204K 0.01% 436

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's RIO Position: Q1 2025 in Review

SVB Wealth sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 4,986 shares — an estimated $293K sold.

SVB Wealth first reported a position in RIO in Q3 2017 and held it in 18 quarters. The position peaked at $780K in Q1 2022. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

  • SVB Wealth reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 4,986 Rio Tinto shares in Q1 2025, an estimated $293K.
  • SVB Wealth first reported a position in Rio Tinto in Q3 2017 and held it in 18 quarters.
  • SVB Wealth's Rio Tinto position peaked at $780K in Q1 2022.
  • 780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.