Clifford Swan Investment Counsel’s Rio Tinto RIO Stock Holding History

Clifford Swan Investment Counsel’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	$299K	Hold	3,150	–	–	0.01%	285
2026 Q1	$294K	Hold	3,150	–	–	0.01%	271
2025 Q4	$252K	Hold	3,150	–	–	0.01%	292
2025 Q3	$208K	Buy	+3,150	New	+$195K	0.01%	315
2024 Q4	–	Sell	-3,150	Closed	-$224K	–	313
2024 Q3	$224K	Hold	3,150	–	–	0.01%	301
2024 Q2	$208K	Hold	3,150	–	–	0.01%	299
2024 Q1	$201K	Sell	3,150 -534	-14%	-$35.8K	0.01%	304
2023 Q4	$274K	Sell	3,684 -125	-3%	-$8.39K	0.01%	270
2023 Q3	$242K	Sell	3,809 -267	-7%	-$17K	0.01%	273
2023 Q2	$260K	Buy	4,076 +30	+0.7%	+$1.93K	0.01%	272
2023 Q1	$278K	Sell	4,046 -24	-0.6%	-$1.74K	0.01%	261
2022 Q4	$290K	Sell	4,070 -50	-1%	-$3.14K	0.01%	257
2022 Q3	$227K	Sell	4,120 -80	-2%	-$4.61K	0.01%	289
2022 Q2	$256K	Buy	4,200 +8	+0.2%	+$573	0.01%	284
2022 Q1	$337K	Buy	4,192 +231	+6%	+$17.5K	0.01%	271
2021 Q4	$265K	Hold	3,961	–	–	0.01%	302
2021 Q3	$251K	Buy	3,961 +23	+0.6%	+$1.79K	0.01%	307
2021 Q2	$349K	Buy	+3,938	New	+$339K	0.01%	256

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

Clifford Swan Investment Counsel's RIO Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its Rio Tinto (RIO) position steady in Q2 2026 at 3,150 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #285.

Clifford Swan Investment Counsel first reported a position in RIO in Q2 2021 and has held it in 18 quarters since. The position peaked at $349K in Q2 2021. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Clifford Swan Investment Counsel held 3,150 shares of Rio Tinto worth $299K as of Q2 2026.
Clifford Swan Investment Counsel left its Rio Tinto share count unchanged in Q2 2026.
Rio Tinto made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #285 holding.
Clifford Swan Investment Counsel first reported a position in Rio Tinto in Q2 2021 and has held it in 18 quarters since.
Clifford Swan Investment Counsel's Rio Tinto position peaked at $349K in Q2 2021.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.