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EP Wealth Advisors’s Rio Tinto RIO Stock Holding History

EP Wealth 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 		$571K Buy
6,014
+924
+18% +$93.7K ﹤0.01% 969
2026
Q1 		$475K Sell
5,090
-414
-8% -$37.7K ﹤0.01% 918
2025
Q4 		$441K Buy
+5,504
New +$396K ﹤0.01% 945
2025
Q2 		$317K Buy
5,442
+616
+13% +$36.4K ﹤0.01% 985
2025
Q1 		$290K Sell
4,826
-2,601
-35% -$160K ﹤0.01% 925
2024
Q4 		$437K Buy
7,427
+786
+12% +$50.2K ﹤0.01% 739
2024
Q3 		$473K Buy
6,641
+1,401
+27% +$90K ﹤0.01% 709
2024
Q2 		$345K Buy
5,240
+945
+22% +$64.3K ﹤0.01% 614
2024
Q1 		$274K Sell
4,295
-163
-4% -$10.9K ﹤0.01% 657
2023
Q4 		$332K Sell
4,458
-2,171
-33% -$146K ﹤0.01% 587
2023
Q3 		$422K Sell
6,629
-326,183
-98% -$20.8M 0.01% 489
2023
Q2 		$245K Buy
+332,812
New +$21.4M ﹤0.01% 606
2022
Q3 		– Sell
-10,760
Closed -$656K – 562
2022
Q2 		$656K Buy
10,760
+6,214
+137% +$445K 0.01% 324
2022
Q1 		$365K Buy
+4,546
New +$345K 0.01% 448
2021
Q3 		– Sell
-2,927
Closed -$246K – 556
2021
Q2 		$246K Buy
2,927
+340
+13% +$29.2K 0.01% 484
2021
Q1 		$201K Buy
+2,587
New +$212K 0.01% 476
2020
Q1 		– Sell
-3,400
Closed -$202K – 423
2019
Q4 		$202K Buy
+3,400
New +$184K 0.01% 395

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EP Wealth Advisors's RIO Position: Q2 2026 in Review

EP Wealth Advisors increased its Rio Tinto (RIO) stake by 18% in Q2 2026, buying an estimated $93.7K and bringing the position to 6,014 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

EP Wealth Advisors first reported a position in RIO in Q4 2019 and has held it in 17 quarters since. The position peaked at $656K in Q2 2022. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • EP Wealth Advisors held 6,014 shares of Rio Tinto worth $571K as of Q2 2026.
  • EP Wealth Advisors bought 924 Rio Tinto shares in Q2 2026, an estimated $93.7K.
  • Rio Tinto made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #969 holding.
  • EP Wealth Advisors first reported a position in Rio Tinto in Q4 2019 and has held it in 17 quarters since.
  • EP Wealth Advisors's Rio Tinto position peaked at $656K in Q2 2022.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.