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Excelsior Advisor Network’s Rio Tinto RIO Stock Holding History

Excelsior Advisor Network’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 		$619K Buy
6,524
+2,742
+73% +$278K 0.08% 228
2026
Q1 		$353K Buy
3,782
+300
+9% +$27.3K 0.13% 143
2025
Q4 		$279K Buy
+3,482
New +$251K 0.14% 127

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

Excelsior Advisor Network's RIO Position: Q2 2026 in Review

Excelsior Advisor Network increased its Rio Tinto (RIO) stake by 73% in Q2 2026, buying an estimated $278K and bringing the position to 6,524 shares worth $619K. The position accounts for 0.08% of the portfolio, ranked #228.

Excelsior Advisor Network first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. 964 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Excelsior Advisor Network held 6,524 shares of Rio Tinto worth $619K as of Q2 2026.
  • Excelsior Advisor Network bought 2,742 Rio Tinto shares in Q2 2026, an estimated $278K.
  • Rio Tinto made up 0.08% of Excelsior Advisor Network's portfolio in Q2 2026, its #228 holding.
  • Excelsior Advisor Network first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
  • 964 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.