Tompkins Financial’s Rio Tinto RIO Stock Holding History

Tompkins Financial’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 Q3	$226K	Hold	2,400	–	–	0.02%	194
2026 Q2	$228K	Hold	2,400	–	–	0.02%	195
2026 Q1	$224K	Hold	2,400	–	–	0.02%	192
2025 Q4	$192K	Hold	2,400	–	–	0.01%	200
2025 Q3	$158K	Hold	2,400	–	–	0.01%	211
2025 Q2	$140K	Hold	2,400	–	–	0.01%	215
2025 Q1	$144K	Hold	2,400	–	–	0.01%	216
2024 Q4	$141K	Hold	2,400	–	–	0.01%	220
2024 Q3	$171K	Hold	2,400	–	–	0.02%	209
2024 Q2	$158K	Hold	2,400	–	–	0.02%	222
2024 Q1	$153K	Hold	2,400	–	–	0.02%	230
2023 Q4	$179K	Hold	2,400	–	–	0.02%	207
2023 Q3	$153K	Hold	2,400	–	–	0.02%	200
2023 Q2	$153K	Hold	2,400	–	–	0.02%	205
2023 Q1	$165K	Hold	2,400	–	–	0.03%	196
2022 Q4	$171K	Hold	2,400	–	–	0.03%	195
2022 Q3	$132K	Hold	2,400	–	–	0.02%	222
2022 Q2	$146K	Hold	2,400	–	–	0.02%	211
2022 Q1	$193K	Buy	+2,400	New	+$182K	0.03%	194
2014 Q1	–	Sell	-400	Closed	-$23K	–	538
2013 Q4	$23K	Hold	400	–	–	0.01%	344
2013 Q3	$20K	Hold	400	–	–	0.01%	348
2013 Q2	$16K	Buy	+400	New	+$17.8K	﹤0.01%	372

Other funds holding RIO

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Tompkins Financial's RIO Position: Q3 2026 in Review

Tompkins Financial held its Rio Tinto (RIO) position steady in Q3 2026 at 2,400 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #194.

Tompkins Financial first reported a position in RIO in Q2 2013 and has held it in 22 quarters since. The position peaked at $228K in Q2 2026. 267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Tompkins Financial held 2,400 shares of Rio Tinto worth $226K as of Q3 2026.
Tompkins Financial left its Rio Tinto share count unchanged in Q3 2026.
Rio Tinto made up 0.02% of Tompkins Financial's portfolio in Q3 2026, its #194 holding.
Tompkins Financial first reported a position in Rio Tinto in Q2 2013 and has held it in 22 quarters since.
Tompkins Financial's Rio Tinto position peaked at $228K in Q2 2026.
267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.