Synergy Asset Management’s Rio Tinto RIO Stock Holding History

Synergy Asset Management’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	–	Sell	-35,351	Closed	-$3.3M	–	317
2026 Q1	$3.3M	Sell	35,351 -30,193	-46%	-$2.75M	0.35%	54
2025 Q4	$5.25M	Sell	65,544 -139,874	-68%	-$10.1M	0.55%	35
2025 Q3	$12.7M	Buy	205,418 +150,234	+272%	+$9.29M	0.46%	44
2025 Q2	$3.22M	Buy	+55,184	New	+$3.26M	0.37%	49
2025 Q1	–	Sell	-66	Closed	-$4.7K	–	675
2024 Q4	$4.7K	Buy	+66	New	+$4.21K	﹤0.01%	581
2022 Q1	–	Sell	-3,441	Closed	-$230K	–	120
2021 Q4	$230K	Sell	3,441 -742	-18%	-$48K	0.05%	97
2021 Q3	$280K	Buy	+4,183	New	+$326K	0.07%	82

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

Synergy Asset Management's RIO Position: Q2 2026 in Review

Synergy Asset Management sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 35,351 shares — an estimated $3.3M sold.

Synergy Asset Management first reported a position in RIO in Q3 2021 and held it in 7 quarters. The position peaked at $12.7M in Q3 2025. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Synergy Asset Management reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 35,351 Rio Tinto shares in Q2 2026, an estimated $3.3M.
Synergy Asset Management first reported a position in Rio Tinto in Q3 2021 and held it in 7 quarters.
Synergy Asset Management's Rio Tinto position peaked at $12.7M in Q3 2025.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.