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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
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 $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

Allium Financial Advisors's RIO Position: Q1 2026 in Review

Allium Financial Advisors held its Rio Tinto (RIO) position steady in Q1 2026 at 2,659 shares worth $248K. The position accounts for 0.2% of the portfolio, ranked #67.

Allium Financial Advisors first reported a position in RIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $275K in Q3 2025. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Allium Financial Advisors held 2,659 shares of Rio Tinto worth $248K as of Q1 2026.
  • Allium Financial Advisors left its Rio Tinto share count unchanged in Q1 2026.
  • Rio Tinto made up 0.2% of Allium Financial Advisors's portfolio in Q1 2026, its #67 holding.
  • Allium Financial Advisors first reported a position in Rio Tinto in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Rio Tinto position peaked at $275K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.