Halbert Hargrove Global Advisors’s Rio Tinto RIO Stock Holding History

Halbert Hargrove Global Advisors’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	–	Sell	-12	Closed	-$1.18K	–	628
2026 Q2	$1.18K	Buy	+12	New	+$1.22K	﹤0.01%	428
2025 Q2	–	Sell	-6	Closed	-$345	–	582
2025 Q1	$345	Buy	+6	New	+$369	﹤0.01%	541
2015 Q3	–	Sell	-8,540	Closed	-$352K	–	153
2015 Q2	$352K	Sell	8,540 -620	-7%	-$27.2K	0.09%	117
2015 Q1	$379K	Buy	9,160 +4,197	+85%	+$190K	0.12%	123
2014 Q4	$229K	Buy	4,963 +629	+15%	+$29.7K	0.11%	118
2014 Q3	$213K	Buy	+4,334	New	+$239K	0.06%	135

Other funds holding RIO

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Halbert Hargrove Global Advisors's RIO Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Rio Tinto (RIO) in Q3 2026, closing a stake of 12 shares — an estimated $1.18K sold.

Halbert Hargrove Global Advisors first reported a position in RIO in Q3 2014 and held it in 6 quarters. The position peaked at $379K in Q1 2015. 546 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Rio Tinto position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 12 Rio Tinto shares in Q3 2026, an estimated $1.18K.
Halbert Hargrove Global Advisors first reported a position in Rio Tinto in Q3 2014 and held it in 6 quarters.
Halbert Hargrove Global Advisors's Rio Tinto position peaked at $379K in Q1 2015.
546 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.