Colonial Trust Advisors
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Colonial Trust Advisors’s Rio Tinto RIO Stock Holding History

Colonial Trust Advisors’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
Q3 		$58.2K Sell
619
-182
-23% -$17.7K ﹤0.01% 345
2026
Q2 		$76K Buy
801
+687
+603% +$69.6K 0.01% 318
2026
Q1 		$10.6K Hold
114
– – ﹤0.01% 524
2025
Q4 		$9.09K Sell
114
-58
-34% -$4.18K ﹤0.01% 523
2025
Q3 		$11.3K Sell
172
-66
-28% -$4.08K ﹤0.01% 485
2025
Q2 		$13.9K Buy
238
+132
+125% +$7.79K ﹤0.01% 476
2025
Q1 		$6.39K Buy
+106
New +$6.52K ﹤0.01% 544
2024
Q4 		– Sell
-400
Closed -$28.5K – 761
2024
Q3 		$28.5K Hold
400
– – ﹤0.01% 393
2024
Q2 		$26.4K Hold
400
– – ﹤0.01% 389
2024
Q1 		$25.5K Hold
400
– – ﹤0.01% 430
2023
Q4 		$29.8K Sell
400
-835
-68% -$56K ﹤0.01% 372
2023
Q3 		$78.6K Buy
1,235
+50
+4% +$3.19K 0.01% 275
2023
Q2 		$75.6K Hold
1,185
– – 0.01% 285
2023
Q1 		$81.3K Hold
1,185
– – 0.01% 275
2022
Q4 		$84.4K Buy
+1,185
New +$74.4K 0.01% 271

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Colonial Trust Advisors's RIO Position: Q3 2026 in Review

Colonial Trust Advisors reduced its Rio Tinto (RIO) stake by 23% in Q3 2026, selling an estimated $17.7K and leaving 619 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Colonial Trust Advisors first reported a position in RIO in Q4 2022 and has held it in 15 quarters since. The position peaked at $84.4K in Q4 2022. 830 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Colonial Trust Advisors held 619 shares of Rio Tinto worth $58.2K as of Q3 2026.
  • Colonial Trust Advisors sold 182 Rio Tinto shares in Q3 2026, an estimated $17.7K.
  • Rio Tinto made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #345 holding.
  • Colonial Trust Advisors first reported a position in Rio Tinto in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's Rio Tinto position peaked at $84.4K in Q4 2022.
  • 830 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.