Bollard Group’s Rio Tinto RIO Stock Holding History

Bollard Group’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	$1.86M	Buy	19,608 +351	+2%	+$35.6K	0.06%	89
2026 Q1	$1.8M	Sell	19,257 -328	-2%	-$29.9K	0.05%	92
2025 Q4	$1.57M	Sell	19,585 -616	-3%	-$44.3K	0.04%	93
2025 Q3	$1.33M	Sell	20,201 -2,081	-9%	-$129K	0.03%	100
2025 Q2	$1.3M	Buy	22,282 +2,121	+11%	+$125K	0.03%	113
2025 Q1	$1.21M	Hold	20,161	–	–	0.03%	103
2024 Q4	$1.19M	Sell	20,161 -135	-0.7%	-$8.62K	0.03%	101
2024 Q3	$1.44M	Buy	20,296 +14,411	+245%	+$926K	0.04%	105
2024 Q2	$388K	Buy	5,885 +5,507	+1,457%	+$375K	0.01%	150
2024 Q1	$24K	Buy	378 +200	+112%	+$13.4K	﹤0.01%	245
2023 Q4	$13K	Hold	178	–	–	﹤0.01%	255
2023 Q3	$11K	Buy	178 +5	+3%	+$319	﹤0.01%	262
2023 Q2	$11K	Buy	+173	New	+$11.1K	﹤0.01%	295
2020 Q2	–	Sell	-10,050	Closed	-$458K	–	464
2020 Q1	$458K	Hold	10,050	–	–	0.02%	125
2019 Q4	$597K	Hold	10,050	–	–	0.02%	127
2019 Q3	$524K	Buy	10,050 +378	+4%	+$20.5K	0.02%	129
2019 Q2	$603K	Buy	9,672 +635	+7%	+$38.1K	0.02%	140
2019 Q1	$532K	Hold	9,037	–	–	0.02%	145
2018 Q4	$438K	Hold	9,037	–	–	0.02%	145
2018 Q3	$461K	Buy	9,037 +226	+3%	+$11.5K	0.02%	149
2018 Q2	$489K	Buy	8,811 +1,449	+20%	+$81.1K	0.02%	150
2018 Q1	$379K	Hold	7,362	–	–	0.02%	153
2017 Q4	$390K	Hold	7,362	–	–	0.02%	146
2017 Q3	$347K	Buy	7,362 +166	+2%	+$7.72K	0.02%	154
2017 Q2	$304K	Buy	7,196 +210	+3%	+$8.42K	0.02%	167
2017 Q1	$284K	Hold	6,986	–	–	0.02%	168
2016 Q4	$269K	Hold	6,986	–	–	0.02%	171
2016 Q3	$233K	Buy	6,986 +97	+1%	+$3.09K	0.01%	178
2016 Q2	$216K	Buy	6,889 +264	+4%	+$7.88K	0.01%	184
2016 Q1	$187K	Hold	6,625	–	–	0.02%	185
2015 Q4	$193K	Sell	6,625 -19,284	-74%	-$652K	0.02%	186
2015 Q3	$876K	Buy	25,909 +637	+3%	+$23.8K	0.07%	148
2015 Q2	$1.04M	Buy	25,272 +3,174	+14%	+$139K	0.08%	135
2015 Q1	$915K	Sell	22,098 -34,696	-61%	-$1.57M	0.07%	147
2014 Q4	$2.62M	Buy	56,794 +2,076	+4%	+$97.9K	0.23%	65
2014 Q3	$2.69M	Buy	54,718 +3,508	+7%	+$194K	0.25%	62
2014 Q2	$2.78M	Buy	51,210 +777	+2%	+$42.1K	0.27%	56
2014 Q1	$2.82M	Hold	50,433	–	–	0.28%	51
2013 Q4	$2.85M	Buy	50,433 +29,626	+142%	+$1.54M	0.31%	52
2013 Q3	$1.01M	Buy	20,807 +5,307	+34%	+$248K	0.12%	90
2013 Q2	$637K	Buy	+15,500	New	+$692K	0.12%	93

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

Bollard Group's RIO Position: Q2 2026 in Review

Bollard Group increased its Rio Tinto (RIO) stake by 1.8% in Q2 2026, buying an estimated $35.6K and bringing the position to 19,608 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #89.

Bollard Group first reported a position in RIO in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.85M in Q4 2013. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Bollard Group held 19,608 shares of Rio Tinto worth $1.86M as of Q2 2026.
Bollard Group bought 351 Rio Tinto shares in Q2 2026, an estimated $35.6K.
Rio Tinto made up 0.06% of Bollard Group's portfolio in Q2 2026, its #89 holding.
Bollard Group first reported a position in Rio Tinto in Q2 2013 and has held it in 41 quarters since.
Bollard Group's Rio Tinto position peaked at $2.85M in Q4 2013.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.