Berkeley Capital Partners’s Rio Tinto RIO Stock Holding History

Berkeley Capital 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 Q1	$1.27M	Sell	13,593 -355	-3%	-$32.4K	0.29%	73
2025 Q4	$1.12M	Sell	13,948 -271	-2%	-$19.5K	0.26%	78
2025 Q3	$939K	Sell	14,219 -14,189	-50%	-$877K	0.22%	91
2025 Q2	$1.66M	Buy	28,408 +13,668	+93%	+$807K	0.42%	45
2025 Q1	$886K	Buy	14,740 +2,576	+21%	+$159K	0.24%	86
2024 Q4	$715K	Sell	12,164 -570	-4%	-$36.4K	0.2%	99
2024 Q3	$906K	Buy	12,734 +1,839	+17%	+$118K	0.26%	88
2024 Q2	$718K	Buy	10,895 +71	+0.7%	+$4.83K	0.22%	91
2024 Q1	$690K	Buy	10,824 +494	+5%	+$33.1K	0.21%	89
2023 Q4	$769K	Sell	10,330 -913	-8%	-$61.3K	0.25%	85
2023 Q3	$716K	Buy	11,243 +167	+2%	+$10.7K	0.26%	78
2023 Q2	$707K	Buy	11,076 +2,053	+23%	+$132K	0.25%	79
2023 Q1	$619K	Sell	9,023 -85	-0.9%	-$6.17K	0.23%	85
2022 Q4	$648K	Sell	9,108 -4,045	-31%	-$254K	0.25%	80
2022 Q3	$724K	Buy	13,153 +3,367	+34%	+$194K	0.31%	62
2022 Q2	$597K	Buy	9,786 +2,011	+26%	+$144K	0.25%	77
2022 Q1	$625K	Buy	+7,775	New	+$590K	0.25%	82

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkeley Capital Partners's RIO Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Rio Tinto (RIO) stake by 2.5% in Q1 2026, selling an estimated $32.4K and leaving 13,593 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #73.

Berkeley Capital Partners first reported a position in RIO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.66M in Q2 2025. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Berkeley Capital Partners held 13,593 shares of Rio Tinto worth $1.27M as of Q1 2026.
Berkeley Capital Partners sold 355 Rio Tinto shares in Q1 2026, an estimated $32.4K.
Rio Tinto made up 0.29% of Berkeley Capital Partners's portfolio in Q1 2026, its #73 holding.
Berkeley Capital Partners first reported a position in Rio Tinto in Q1 2022 and has held it in 17 quarters since.
Berkeley Capital Partners's Rio Tinto position peaked at $1.66M in Q2 2025.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.