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HB Wealth Management’s Rio Tinto RIO Stock Holding History

HB Wealth Management’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 		$827K Buy
8,711
+1,706
+24% +$173K ﹤0.01% 830
2026
Q1 		$654K Buy
7,005
+923
+15% +$84.1K ﹤0.01% 848
2025
Q4 		$487K Buy
6,082
+2,019
+50% +$145K ﹤0.01% 917
2025
Q3 		$268K Buy
4,063
+515
+15% +$31.8K ﹤0.01% 1130
2025
Q2 		$207K Sell
3,548
-1,425
-29% -$84.1K ﹤0.01% 1090
2025
Q1 		$299K Buy
+4,973
New +$306K ﹤0.01% 971
2024
Q4 		– Sell
-3,245
Closed -$231K – 1109
2024
Q3 		$231K Sell
3,245
-258
-7% -$16.6K ﹤0.01% 845
2024
Q2 		$231K Sell
3,503
-27
-0.8% -$1.84K ﹤0.01% 803
2024
Q1 		$225K Buy
+3,530
New +$236K ﹤0.01% 762

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

HB Wealth Management's RIO Position: Q2 2026 in Review

HB Wealth Management increased its Rio Tinto (RIO) stake by 24% in Q2 2026, buying an estimated $173K and bringing the position to 8,711 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

HB Wealth Management first reported a position in RIO in Q1 2024 and has held it in 9 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • HB Wealth Management held 8,711 shares of Rio Tinto worth $827K as of Q2 2026.
  • HB Wealth Management bought 1,706 Rio Tinto shares in Q2 2026, an estimated $173K.
  • Rio Tinto made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #830 holding.
  • HB Wealth Management first reported a position in Rio Tinto in Q1 2024 and has held it in 9 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.