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 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

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return