Aegis Wealth Management (Maryland)’s Rio Tinto RIO Stock Holding History

Aegis Wealth Management (Maryland)’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	$1.14M	Hold	12,000	–	–	0.54%	49
2026 Q1	$1.12M	Hold	12,000	–	–	0.64%	41
2025 Q4	$960K	Hold	12,000	–	–	0.54%	44
2025 Q3	$792K	Buy	12,000 +2,000	+20%	+$124K	0.42%	47
2025 Q2	$601K	Hold	10,000	–	–	0.36%	53
2025 Q1	$601K	Hold	10,000	–	–	0.35%	56
2024 Q4	$588K	Buy	+10,000	New	+$639K	0.4%	45

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s RIO Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its Rio Tinto (RIO) position steady in Q2 2026 at 12,000 shares worth $1.14M. The position accounts for 0.54% of the portfolio, ranked #49.

Aegis Wealth Management (Maryland) first reported a position in RIO in Q4 2024 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Aegis Wealth Management (Maryland) held 12,000 shares of Rio Tinto worth $1.14M as of Q2 2026.
Aegis Wealth Management (Maryland) left its Rio Tinto share count unchanged in Q2 2026.
Rio Tinto made up 0.54% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #49 holding.
Aegis Wealth Management (Maryland) first reported a position in Rio Tinto in Q4 2024 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.