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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
Q2 		$2.31M Sell
24,313
-1,723
-7% -$175K 1.12% 16
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 $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

Allen Wealth Management's RIO Position: Q2 2026 in Review

Allen Wealth Management reduced its Rio Tinto (RIO) stake by 6.6% in Q2 2026, selling an estimated $175K and leaving 24,313 shares worth $2.31M. The position accounts for 1.12% of the portfolio, ranked #16.

Allen Wealth Management first reported a position in RIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.43M in Q1 2026. 967 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Allen Wealth Management held 24,313 shares of Rio Tinto worth $2.31M as of Q2 2026.
  • Allen Wealth Management sold 1,723 Rio Tinto shares in Q2 2026, an estimated $175K.
  • Rio Tinto made up 1.12% of Allen Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Allen Wealth Management first reported a position in Rio Tinto in Q4 2023 and has held it in 11 quarters since.
  • Allen Wealth Management's Rio Tinto position peaked at $2.43M in Q1 2026.
  • 967 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.