Colonial Trust’s Rio Tinto RIO Stock Holding History

Colonial Trust’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	$60.3K	Sell	635 -1,560	-71%	-$158K	0.01%	486
2026 Q1	$205K	Hold	2,195	–	–	0.03%	293
2025 Q4	$176K	Sell	2,195 -605	-22%	-$43.5K	0.02%	319
2025 Q3	$185K	Sell	2,800 -350	-11%	-$21.6K	0.02%	323
2025 Q2	$184K	Sell	3,150 -95	-3%	-$5.61K	0.03%	324
2025 Q1	$195K	Hold	3,245	–	–	0.03%	296
2024 Q4	$191K	Sell	3,245 -55	-2%	-$3.51K	0.03%	316
2024 Q3	$235K	Hold	3,300	–	–	0.04%	276
2024 Q2	$218K	Sell	3,300 -70	-2%	-$4.76K	0.04%	259
2024 Q1	$215K	Hold	3,370	–	–	0.04%	259
2023 Q4	$251K	Buy	3,370 +785	+30%	+$52.7K	0.05%	229
2023 Q3	$165K	Hold	2,585	–	–	0.04%	257
2023 Q2	$165K	Buy	2,585 +599	+30%	+$38.5K	0.04%	261
2023 Q1	$136K	Buy	1,986 +350	+21%	+$25.4K	0.03%	285
2022 Q4	$116K	Buy	+1,636	New	+$103K	0.03%	285

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

Colonial Trust's RIO Position: Q2 2026 in Review

Colonial Trust reduced its Rio Tinto (RIO) stake by 71% in Q2 2026, selling an estimated $158K and leaving 635 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #486.

Colonial Trust first reported a position in RIO in Q4 2022 and has held it in 15 quarters since. The position peaked at $251K in Q4 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Colonial Trust held 635 shares of Rio Tinto worth $60.3K as of Q2 2026.
Colonial Trust sold 1,560 Rio Tinto shares in Q2 2026, an estimated $158K.
Rio Tinto made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #486 holding.
Colonial Trust first reported a position in Rio Tinto in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's Rio Tinto position peaked at $251K in Q4 2023.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.