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Transcend Capital Advisors’s Rio Tinto RIO Stock Holding History

Transcend Capital Advisors’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
Q2 		– Sell
-7,626
Closed -$458K – 698
2025
Q1 		$458K Hold
7,626
– – 0.03% 375
2024
Q4 		$448K Sell
7,626
-10
-0.1% -$639 0.03% 366
2024
Q3 		$543K Buy
+7,636
New +$490K 0.04% 372

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transcend Capital Advisors's RIO Position: Q2 2025 in Review

Transcend Capital Advisors sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 7,626 shares — an estimated $458K sold.

Transcend Capital Advisors first reported a position in RIO in Q3 2024 and held it in 3 quarters. The position peaked at $543K in Q3 2024. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Transcend Capital Advisors reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 7,626 Rio Tinto shares in Q2 2025, an estimated $458K.
  • Transcend Capital Advisors first reported a position in Rio Tinto in Q3 2024 and held it in 3 quarters.
  • Transcend Capital Advisors's Rio Tinto position peaked at $543K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.