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BKM Wealth Management’s Rio Tinto RIO Stock Holding History

BKM Wealth Management’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 		$862K Sell
9,080
-270
-3% -$27.4K 0.31% 79
2026
Q1 		$872K Buy
+9,350
New +$852K 0.32% 78

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

BKM Wealth Management's RIO Position: Q2 2026 in Review

BKM Wealth Management reduced its Rio Tinto (RIO) stake by 2.9% in Q2 2026, selling an estimated $27.4K and leaving 9,080 shares worth $862K. The position accounts for 0.31% of the portfolio, ranked #79.

BKM Wealth Management first reported a position in RIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $872K in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • BKM Wealth Management held 9,080 shares of Rio Tinto worth $862K as of Q2 2026.
  • BKM Wealth Management sold 270 Rio Tinto shares in Q2 2026, an estimated $27.4K.
  • Rio Tinto made up 0.31% of BKM Wealth Management's portfolio in Q2 2026, its #79 holding.
  • BKM Wealth Management first reported a position in Rio Tinto in Q1 2026 and has held it in 2 quarters since.
  • BKM Wealth Management's Rio Tinto position peaked at $872K in Q1 2026.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.