Position in RIO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$38,528
+$5,636 QoQ
Shares Held
413
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026Root Financial Partners, LLC holds $138,944 across 11 Other Industrial Metals & Mining names. RIO ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
978 | $71,139 | |
| 2 | RIO |
Rio Tinto PLC
This page
|
413 | $38,528 | |
| 3 | MTRN |
MATERION Corp
|
114 | $16,490 | |
| 4 | MP |
MP Materials Corp. / DE
|
213 | $10,279 | |
| 5 | VALE |
Vale S.A.
|
74 | $1,177 | |
| 6 | CMP |
Compass Minerals International Inc
|
24 | $560 | |
| 7 | TECK |
Teck Resources Ltd
|
8 | $414 | |
| 8 | USAR |
USA Rare Earth, Inc.
|
11 | $166 |
All Filings in RIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,528 | 413 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $32,892 | 411 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $35,645 | 540 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||