XF
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XML Financial’s Rio Tinto RIO Stock Holding History

XML 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 		$583K Sell
6,140
-475
-7% -$48.2K 0.04% 264
2026
Q1 		$617K Hold
6,615
– – 0.05% 240
2025
Q4 		$529K Buy
6,615
+200
+3% +$14.4K 0.04% 245
2025
Q3 		$423K Hold
6,415
– – 0.03% 271
2025
Q2 		$374K Buy
6,415
+1,100
+21% +$64.9K 0.03% 278
2025
Q1 		$319K Buy
+5,315
New +$327K 0.03% 277
2024
Q1 		– Sell
-2,725
Closed -$203K – 349
2023
Q4 		$203K Buy
+2,725
New +$183K 0.02% 316

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

XML Financial's RIO Position: Q2 2026 in Review

XML Financial reduced its Rio Tinto (RIO) stake by 7.2% in Q2 2026, selling an estimated $48.2K and leaving 6,140 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #264.

XML Financial first reported a position in RIO in Q4 2023 and has held it in 7 quarters since. The position peaked at $617K in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • XML Financial held 6,140 shares of Rio Tinto worth $583K as of Q2 2026.
  • XML Financial sold 475 Rio Tinto shares in Q2 2026, an estimated $48.2K.
  • Rio Tinto made up 0.04% of XML Financial's portfolio in Q2 2026, its #264 holding.
  • XML Financial first reported a position in Rio Tinto in Q4 2023 and has held it in 7 quarters since.
  • XML Financial's Rio Tinto position peaked at $617K in Q1 2026.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.