Crewe Advisors’s Rio Tinto RIO Stock Holding History

Crewe 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 Q2	$2.47K	Buy	+26	New	+$2.64K	﹤0.01%	975
2026 Q1	–	Sell	-275	Closed	-$22K	–	1126
2025 Q4	$22K	Buy	+275	New	+$19.8K	﹤0.01%	472
2024 Q3	–	Sell	-16	Closed	-$1.05K	–	941
2024 Q2	$1.05K	Hold	16	–	–	﹤0.01%	892
2024 Q1	$1.02K	Buy	+16	New	+$1.07K	﹤0.01%	887
2023 Q4	–	Sell	-116	Closed	-$7.38K	–	641
2023 Q3	$7.38K	Buy	116 +100	+625%	+$6.38K	﹤0.01%	267
2023 Q2	$1.02K	Sell	16 -222	-93%	-$14.3K	﹤0.01%	580
2023 Q1	$16.3K	Buy	238 +4	+2%	+$290	﹤0.01%	468
2022 Q4	$16.7K	Buy	+234	New	+$14.7K	﹤0.01%	454
2020 Q4	–	Sell	-71	Closed	-$4K	–	613
2020 Q3	$4K	Buy	+71	New	+$4.35K	﹤0.01%	410

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

Crewe Advisors's RIO Position: Q2 2026 in Review

Crewe Advisors opened a new position in Rio Tinto (RIO) in Q2 2026: 26 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in RIO as recently as Q4 2025.

Crewe Advisors first reported a position in RIO in Q3 2020 and has held it in 9 quarters since. The position peaked at $22K in Q4 2025. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Crewe Advisors held 26 shares of Rio Tinto worth $2.47K as of Q2 2026.
Rio Tinto was a new Crewe Advisors position in Q2 2026.
Rio Tinto made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #975 holding.
Crewe Advisors first reported a position in Rio Tinto in Q3 2020 and has held it in 9 quarters since.
Crewe Advisors's Rio Tinto position peaked at $22K in Q4 2025.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.