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Evelyn Partners Investment Management Services’s Rio Tinto RIO Stock Holding History

Evelyn Partners Investment Management Services’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
Q1 		$12.6K Hold
135
– – ﹤0.01% 246
2025
Q4 		$10.8K Hold
135
– – ﹤0.01% 231
2025
Q3 		$8.91K Hold
135
– – ﹤0.01% 238
2025
Q2 		$7.88K Hold
135
– – ﹤0.01% 233
2025
Q1 		$8.11K Hold
135
– – ﹤0.01% 229
2024
Q4 		$7.94K Buy
+135
New +$8.62K ﹤0.01% 235

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Investment Management Services's RIO Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Rio Tinto (RIO) position steady in Q1 2026 at 135 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Evelyn Partners Investment Management Services first reported a position in RIO in Q4 2024 and has held it in 6 quarters since. 935 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Evelyn Partners Investment Management Services held 135 shares of Rio Tinto worth $12.6K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Rio Tinto share count unchanged in Q1 2026.
  • Rio Tinto made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #246 holding.
  • Evelyn Partners Investment Management Services first reported a position in Rio Tinto in Q4 2024 and has held it in 6 quarters since.
  • 935 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.