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Ballentine Partners’s Rio Tinto RIO Stock Holding History

Ballentine Partners’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 		$488K Buy
5,144
+592
+13% +$60K 0.01% 578
2026
Q1 		$425K Buy
4,552
+102
+2% +$9.3K 0.01% 592
2025
Q4 		$356K Buy
4,450
+203
+5% +$14.6K 0.01% 643
2025
Q3 		$280K Buy
4,247
+285
+7% +$17.6K ﹤0.01% 749
2025
Q2 		$231K Sell
3,962
-834
-17% -$49.2K ﹤0.01% 814
2025
Q1 		$288K Sell
4,796
-718
-13% -$44.2K 0.01% 643
2024
Q4 		$324K Buy
5,514
+2,209
+67% +$141K 0.01% 570
2024
Q3 		$235K Sell
3,305
-1,494
-31% -$96K ﹤0.01% 686
2024
Q2 		$316K Sell
4,799
-2,005
-29% -$136K 0.01% 540
2024
Q1 		$434K Buy
6,804
+79
+1% +$5.29K 0.01% 431
2023
Q4 		$501K Buy
6,725
+644
+11% +$43.2K 0.01% 366
2023
Q3 		$387K Sell
6,081
-1,053
-15% -$67.2K 0.01% 372
2023
Q2 		$455K Buy
7,134
+945
+15% +$60.8K 0.01% 337
2023
Q1 		$425K Sell
6,189
-58
-0.9% -$4.21K 0.01% 327
2022
Q4 		$445K Buy
6,247
+423
+7% +$26.6K 0.01% 301
2022
Q3 		$321K Sell
5,824
-234
-4% -$13.5K 0.01% 326
2022
Q2 		$369K Buy
6,058
+2,206
+57% +$158K 0.01% 286
2022
Q1 		$310K Buy
3,852
+117
+3% +$8.88K 0.01% 351
2021
Q4 		$250K Sell
3,735
-76
-2% -$4.92K 0.01% 396
2021
Q3 		$254K Buy
3,811
+210
+6% +$16.4K 0.01% 349
2021
Q2 		$302K Sell
3,601
-486
-12% -$41.8K 0.01% 316
2021
Q1 		$317K Buy
4,087
+133
+3% +$10.9K 0.01% 293
2020
Q4 		$298K Buy
3,954
+196
+5% +$12.9K 0.01% 286
2020
Q3 		$227K Buy
+3,758
New +$230K 0.01% 342

Other funds holding RIO

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Ballentine Partners's RIO Position: Q2 2026 in Review

Ballentine Partners increased its Rio Tinto (RIO) stake by 13% in Q2 2026, buying an estimated $60K and bringing the position to 5,144 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #578.

Ballentine Partners first reported a position in RIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $501K in Q4 2023. 177 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Ballentine Partners held 5,144 shares of Rio Tinto worth $488K as of Q2 2026.
  • Ballentine Partners bought 592 Rio Tinto shares in Q2 2026, an estimated $60K.
  • Rio Tinto made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #578 holding.
  • Ballentine Partners first reported a position in Rio Tinto in Q3 2020 and has held it in 24 quarters since.
  • Ballentine Partners's Rio Tinto position peaked at $501K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.