Ellsworth Advisors’s Rio Tinto RIO Stock Holding History

Ellsworth 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	$2.07M	Buy	22,141 +866	+4%	+$87.8K	0.34%	76
2026 Q1	$1.98M	Buy	21,275 +1,157	+6%	+$105K	0.37%	75
2025 Q4	$1.74M	Buy	20,118 +2,085	+12%	+$150K	0.34%	84
2025 Q3	$1.24M	Buy	18,033 +2,171	+14%	+$134K	0.26%	86
2025 Q2	$925K	Buy	15,862 +2,166	+16%	+$128K	0.23%	88
2025 Q1	$823K	Buy	13,696 +2,553	+23%	+$157K	0.22%	101
2024 Q4	$655K	Buy	11,143 +914	+9%	+$58.4K	0.17%	120
2024 Q3	$728K	Buy	10,229 +1,761	+21%	+$113K	0.19%	100
2024 Q2	$558K	Buy	8,468 +1,006	+13%	+$68.5K	0.16%	122
2024 Q1	$492K	Buy	7,462 +925	+14%	+$61.9K	0.14%	127
2023 Q4	$487K	Buy	6,537 +478	+8%	+$32.1K	0.15%	114
2023 Q3	$375K	Buy	6,059 +120	+2%	+$7.66K	0.13%	128
2023 Q2	$379K	Buy	5,939 +505	+9%	+$32.5K	0.13%	127
2023 Q1	$373K	Buy	5,434 +16	+0.3%	+$1.16K	0.13%	125
2022 Q4	$414K	Buy	5,418 +47	+0.9%	+$2.95K	0.16%	105
2022 Q3	$296K	Hold	5,371	–	–	0.13%	116
2022 Q2	$328K	Buy	5,371 +400	+8%	+$28.7K	0.13%	109
2022 Q1	$391K	Buy	+4,971	New	+$377K	0.14%	111

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

Ellsworth Advisors's RIO Position: Q2 2026 in Review

Ellsworth Advisors increased its Rio Tinto (RIO) stake by 4.1% in Q2 2026, buying an estimated $87.8K and bringing the position to 22,141 shares worth $2.07M. The position accounts for 0.34% of the portfolio, ranked #76.

Ellsworth Advisors first reported a position in RIO in Q1 2022 and has held it in 18 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Ellsworth Advisors held 22,141 shares of Rio Tinto worth $2.07M as of Q2 2026.
Ellsworth Advisors bought 866 Rio Tinto shares in Q2 2026, an estimated $87.8K.
Rio Tinto made up 0.34% of Ellsworth Advisors's portfolio in Q2 2026, its #76 holding.
Ellsworth Advisors first reported a position in Rio Tinto in Q1 2022 and has held it in 18 quarters since.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.