Ballast Advisors’s Rio Tinto RIO Stock Holding History

Ballast 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	–	Sell	-966	Closed	-$90.1K	–	351
2026 Q1	$90.1K	Buy	+966	New	+$88.1K	0.03%	163

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

Ballast Advisors's RIO Position: Q2 2026 in Review

Ballast Advisors sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 966 shares — an estimated $90.1K sold.

Ballast Advisors first reported a position in RIO in Q1 2026 and held it in 1 quarter. The position peaked at $90.1K in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Ballast Advisors reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 966 Rio Tinto shares in Q2 2026, an estimated $90.1K.
Ballast Advisors first reported a position in Rio Tinto in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Rio Tinto position peaked at $90.1K in Q1 2026.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.