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Allen Wealth Management’s Rio Tinto RIO Stock Holding History

Allen Wealth Management’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
Q1 		$2.43M Sell
26,036
-2,385
-8% -$217K 1.22% 17
2025
Q4 		$2.27M Buy
28,421
+453
+2% +$32.6K 1.37% 17
2025
Q3 		$1.85M Buy
27,968
+931
+3% +$57.6K 1.25% 18
2025
Q2 		$1.58M Buy
27,037
+838
+3% +$49.5K 1.1% 21
2025
Q1 		$1.57M Buy
26,199
+768
+3% +$47.3K 1.08% 20
2024
Q4 		$1.5M Buy
25,431
+1,303
+5% +$83.2K 1.07% 20
2024
Q3 		$1.72M Buy
24,128
+434
+2% +$27.9K 1.19% 22
2024
Q2 		$1.56M Buy
23,694
+1,388
+6% +$94.5K 1.39% 16
2024
Q1 		$1.42M Buy
22,306
+910
+4% +$60.9K 1.25% 21
2023
Q4 		$1.59M Buy
+21,396
New +$1.44M 1.56% 15

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allen Wealth Management's RIO Position: Q1 2026 in Review

Allen Wealth Management reduced its Rio Tinto (RIO) stake by 8.4% in Q1 2026, selling an estimated $217K and leaving 26,036 shares worth $2.43M. The position accounts for 1.22% of the portfolio, ranked #17.

Allen Wealth Management first reported a position in RIO in Q4 2023 and has held it in 10 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Allen Wealth Management held 26,036 shares of Rio Tinto worth $2.43M as of Q1 2026.
  • Allen Wealth Management sold 2,385 Rio Tinto shares in Q1 2026, an estimated $217K.
  • Rio Tinto made up 1.22% of Allen Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Allen Wealth Management first reported a position in Rio Tinto in Q4 2023 and has held it in 10 quarters since.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Allen Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.