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 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 $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

Halbert Hargrove Global Advisors's RIO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Rio Tinto (RIO) in Q2 2026: 12 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in RIO as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in RIO in Q3 2014 and has held it in 6 quarters since. The position peaked at $379K in Q1 2015. 967 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Halbert Hargrove Global Advisors held 12 shares of Rio Tinto worth $1.18K as of Q2 2026.
Rio Tinto was a new Halbert Hargrove Global Advisors position in Q2 2026.
Rio Tinto made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #428 holding.
Halbert Hargrove Global Advisors first reported a position in Rio Tinto in Q3 2014 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Rio Tinto position peaked at $379K in Q1 2015.
967 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.