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

Evelyn Partners Investment 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
Q1 		$39.2K Hold
420
– – ﹤0.01% 294
2025
Q4 		$33.6K Buy
+420
New +$30.2K ﹤0.01% 308

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Mirae Asset Global ETFs Holdings
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Arrowstreet Capital
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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)
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evelyn Partners Investment Management held its Rio Tinto (RIO) position steady in Q1 2026 at 420 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Evelyn Partners Investment Management first reported a position in RIO in Q4 2025 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Evelyn Partners Investment Management held 420 shares of Rio Tinto worth $39.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its Rio Tinto share count unchanged in Q1 2026.
  • Rio Tinto made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #294 holding.
  • Evelyn Partners Investment Management first reported a position in Rio Tinto in Q4 2025 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

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