Empirical Wealth Management’s Rio Tinto RIO Stock Holding History

Empirical Wealth Management’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	$426K	Sell	4,484 -2,375	-35%	-$241K	0.01%	741
2026 Q1	$640K	Sell	6,859 -110	-2%	-$10K	0.01%	488
2025 Q4	$558K	Sell	6,969 -3,668	-34%	-$264K	0.01%	473
2025 Q3	$702K	Buy	10,637 +2,863	+37%	+$177K	0.01%	388
2025 Q2	$453K	Buy	7,774 +2,808	+57%	+$166K	0.01%	434
2025 Q1	$298K	Buy	+4,966	New	+$306K	0.01%	518
2024 Q4	–	Sell	-3,059	Closed	-$218K	–	625
2024 Q3	$218K	Buy	+3,059	New	+$196K	0.01%	529

Other funds holding RIO

Milford Funds Auckland $6.14B AUM

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Empirical Wealth Management's RIO Position: Q2 2026 in Review

Empirical Wealth Management reduced its Rio Tinto (RIO) stake by 35% in Q2 2026, selling an estimated $241K and leaving 4,484 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #741.

Empirical Wealth Management first reported a position in RIO in Q3 2024 and has held it in 7 quarters since. The position peaked at $702K in Q3 2025. 381 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Empirical Wealth Management held 4,484 shares of Rio Tinto worth $426K as of Q2 2026.
Empirical Wealth Management sold 2,375 Rio Tinto shares in Q2 2026, an estimated $241K.
Rio Tinto made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #741 holding.
Empirical Wealth Management first reported a position in Rio Tinto in Q3 2024 and has held it in 7 quarters since.
Empirical Wealth Management's Rio Tinto position peaked at $702K in Q3 2025.
381 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.