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Allium Financial Advisors’s Rio Tinto RIO Stock Holding History

Allium Financial Advisors’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 		$259K Buy
2,724
+65
+2% +$6.59K 0.17% 67
2026
Q1 		$248K Hold
2,659
– – 0.2% 67
2025
Q4 		$213K Sell
2,659
-1,509
-36% -$109K 0.17% 71
2025
Q3 		$275K Buy
4,168
+91
+2% +$5.63K 0.23% 60
2025
Q2 		$238K Buy
4,077
+149
+4% +$8.8K 0.21% 74
2025
Q1 		$236K Buy
+3,928
New +$242K 0.22% 68

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

Allium Financial Advisors's RIO Position: Q2 2026 in Review

Allium Financial Advisors increased its Rio Tinto (RIO) stake by 2.4% in Q2 2026, buying an estimated $6.59K and bringing the position to 2,724 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #67.

Allium Financial Advisors first reported a position in RIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $275K in Q3 2025. 967 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Allium Financial Advisors held 2,724 shares of Rio Tinto worth $259K as of Q2 2026.
  • Allium Financial Advisors bought 65 Rio Tinto shares in Q2 2026, an estimated $6.59K.
  • Rio Tinto made up 0.17% of Allium Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Allium Financial Advisors first reported a position in Rio Tinto in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's Rio Tinto position peaked at $275K in Q3 2025.
  • 967 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.