CG
RIO icon

Castellan Group’s Rio Tinto RIO Stock Holding History

Castellan 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 		$1.87M Sell
19,719
-1,829
-8% -$185K 0.21% 24
2026
Q1 		$2.01M Hold
21,548
– – 0.28% 27
2025
Q4 		$1.72M Sell
21,548
-1,492
-6% -$107K 0.22% 47
2025
Q3 		$1.52M Buy
23,040
+1,327
+6% +$82.1K 0.22% 24
2025
Q2 		$1.27M Hold
21,713
– – 0.23% 24
2025
Q1 		$1.3M Buy
21,713
+2,425
+13% +$149K 0.36% 52
2024
Q4 		$1.13M Sell
19,288
-815
-4% -$52.1K 0.49% 51
2024
Q3 		$1.43M Hold
20,103
– – 0.6% 50
2024
Q2 		$1.33M Buy
20,103
+2,140
+12% +$146K 0.63% 49
2024
Q1 		$1.14M Sell
17,963
-17
-0.1% -$1.14K 0.59% 49
2023
Q4 		$1.34M Sell
17,980
-2,036
-10% -$137K 0.83% 49
2023
Q3 		$1.27M Buy
20,016
+2,450
+14% +$156K 0.9% 51
2023
Q2 		$1.12M Sell
17,566
-327
-2% -$21K 0.72% 53
2023
Q1 		$1.23M Sell
17,893
-495
-3% -$35.9K 0.84% 52
2022
Q4 		$1.31M Sell
18,388
-3,175
-15% -$199K 0.91% 50
2022
Q3 		$1.19M Buy
21,563
+4,115
+24% +$237K 0.92% 47
2022
Q2 		$1.06M Buy
17,448
+855
+5% +$61.3K 0.84% 53
2022
Q1 		$1.33M Sell
16,593
-1,304
-7% -$99K 0.93% 52
2021
Q4 		$1.2M Buy
17,897
+1,867
+12% +$121K 0.83% 61
2021
Q3 		$1.07M Buy
+16,030
New +$1.25M 0.55% 75

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

Castellan Group's RIO Position: Q2 2026 in Review

Castellan Group reduced its Rio Tinto (RIO) stake by 8.5% in Q2 2026, selling an estimated $185K and leaving 19,719 shares worth $1.87M. The position accounts for 0.21% of the portfolio, ranked #24.

Castellan Group first reported a position in RIO in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.01M in Q1 2026. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Castellan Group held 19,719 shares of Rio Tinto worth $1.87M as of Q2 2026.
  • Castellan Group sold 1,829 Rio Tinto shares in Q2 2026, an estimated $185K.
  • Rio Tinto made up 0.21% of Castellan Group's portfolio in Q2 2026, its #24 holding.
  • Castellan Group first reported a position in Rio Tinto in Q3 2021 and has held it in 20 quarters since.
  • Castellan Group's Rio Tinto position peaked at $2.01M in Q1 2026.
  • 966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.