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Trek Financial’s Rio Tinto RIO Stock Holding History

Trek 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 		$5.72M Buy
+60,207
New +$6.1M 0.28% 99
2026
Q1 		– Sell
-54,824
Closed -$4.39M – 520
2025
Q4 		$4.39M Buy
+54,824
New +$3.95M 0.25% 101

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Trek Financial's RIO Position: Q2 2026 in Review

Trek Financial opened a new position in Rio Tinto (RIO) in Q2 2026: 60,207 shares worth $5.72M. The stake represents 0.28% of the portfolio and ranks #99 among its holdings. This is a return to the name: Trek Financial previously reported a position in RIO as recently as Q4 2025.

Trek Financial first reported a position in RIO in Q4 2025 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Trek Financial held 60,207 shares of Rio Tinto worth $5.72M as of Q2 2026.
  • Rio Tinto was a new Trek Financial position in Q2 2026.
  • Rio Tinto made up 0.28% of Trek Financial's portfolio in Q2 2026, its #99 holding.
  • Trek Financial first reported a position in Rio Tinto in Q4 2025 and has held it in 2 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.