Evelyn Partners’s Rio Tinto RIO Stock Holding History

Evelyn Partners’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 Q3	$2.09M	Buy	22,168 +568	+3%	+$55.2K	0.03%	158
2026 Q2	$2.05M	Buy	+21,600	New	+$2.19M	﹤0.01%	144

Other funds holding RIO

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Evelyn Partners's RIO Position: Q3 2026 in Review

Evelyn Partners increased its Rio Tinto (RIO) stake by 2.6% in Q3 2026, buying an estimated $55.2K and bringing the position to 22,168 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #158.

Evelyn Partners first reported a position in RIO in Q2 2026 and has held it in 2 quarters since. 830 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Evelyn Partners held 22,168 shares of Rio Tinto worth $2.09M as of Q3 2026.
Evelyn Partners bought 568 Rio Tinto shares in Q3 2026, an estimated $55.2K.
Rio Tinto made up 0.03% of Evelyn Partners's portfolio in Q3 2026, its #158 holding.
Evelyn Partners first reported a position in Rio Tinto in Q2 2026 and has held it in 2 quarters since.
830 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.