Financial Perspectives’s Rio Tinto RIO Stock Holding History

Financial Perspectives’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	$42.6K	Buy	449 +6	+1%	+$608	0.01%	353
2026 Q1	$41.4K	Hold	443	–	–	0.01%	338
2025 Q4	$35.5K	Hold	443	–	–	0.01%	355
2025 Q3	$29.3K	Buy	443 +4	+0.9%	+$247	0.01%	386
2025 Q2	$25.6K	Buy	439 +8	+2%	+$472	0.01%	388
2025 Q1	$25.9K	Hold	431	–	–	0.01%	374
2024 Q4	$25.4K	Hold	431	–	–	0.01%	382
2024 Q3	$30.7K	Buy	431 +4	+0.9%	+$257	0.01%	333
2024 Q2	$28.1K	Buy	427 +8	+2%	+$544	0.01%	333
2024 Q1	$26.7K	Hold	419	–	–	0.01%	344
2023 Q4	$31.2K	Hold	419	–	–	0.01%	316
2023 Q3	$26.7K	Buy	419 +4	+1%	+$255	0.01%	321
2023 Q2	$26.5K	Buy	415 +7	+2%	+$450	0.01%	330
2023 Q1	$28K	Hold	408	–	–	0.01%	316
2022 Q4	$29.1K	Hold	408	–	–	0.01%	316
2022 Q3	$22.5K	Buy	408 +8	+2%	+$461	0.01%	329
2022 Q2	$24.4K	Buy	400 +165	+70%	+$11.8K	0.01%	321
2022 Q1	$18.9K	Hold	235	–	–	0.01%	380
2021 Q4	$15.7K	Hold	235	–	–	0.01%	386
2021 Q3	$15.7K	Hold	235	–	–	0.01%	386
2021 Q2	$19.7K	Sell	235 -18,013	-99%	-$1.55M	0.01%	377
2021 Q1	$235K	Buy	18,248 +18,013	+7,665%	+$1.48M	0.01%	382
2020 Q4	$17.7K	Hold	235	–	–	0.01%	348
2020 Q3	$14.2K	Hold	235	–	–	0.01%	334
2020 Q2	$13.2K	Hold	235	–	–	0.01%	324
2020 Q1	$10.7K	Hold	235	–	–	0.01%	318
2019 Q4	$13.9K	Buy	+235	New	+$12.7K	0.01%	295

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Financial Perspectives's RIO Position: Q2 2026 in Review

Financial Perspectives increased its Rio Tinto (RIO) stake by 1.4% in Q2 2026, buying an estimated $608 and bringing the position to 449 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #353.

Financial Perspectives first reported a position in RIO in Q4 2019 and has held it in 27 quarters since. The position peaked at $235K in Q1 2021. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Financial Perspectives held 449 shares of Rio Tinto worth $42.6K as of Q2 2026.
Financial Perspectives bought 6 Rio Tinto shares in Q2 2026, an estimated $608.
Rio Tinto made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #353 holding.
Financial Perspectives first reported a position in Rio Tinto in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Rio Tinto position peaked at $235K in Q1 2021.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.