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Integrated Wealth Concepts’s Rio Tinto RIO Stock Holding History

Integrated Wealth Concepts’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
Q1 		$3.16M Buy
33,884
+24,053
+245% +$2.19M 0.03% 586
2025
Q4 		$787K Sell
9,831
-19,707
-67% -$1.42M 0.01% 884
2025
Q3 		$1.95M Sell
29,538
-508
-2% -$31.4K 0.02% 684
2025
Q2 		$1.75M Buy
30,046
+2,143
+8% +$127K 0.02% 663
2025
Q1 		$1.68M Sell
27,903
-3,779
-12% -$233K 0.02% 623
2024
Q4 		$1.86M Sell
31,682
-1,468
-4% -$93.8K 0.02% 586
2024
Q3 		$2.36M Sell
33,150
-1,472
-4% -$94.5K 0.03% 506
2024
Q2 		$2.28M Buy
34,622
+165
+0.5% +$11.2K 0.03% 475
2024
Q1 		$2.2M Sell
34,457
-263
-0.8% -$17.6K 0.03% 492
2023
Q4 		$2.59M Sell
34,720
-3,035
-8% -$204K 0.04% 392
2023
Q3 		$2.4M Buy
37,755
+2,766
+8% +$176K 0.04% 387
2023
Q2 		$2.23M Buy
34,989
+931
+3% +$59.9K 0.04% 421
2023
Q1 		$2.34M Buy
34,058
+29,674
+677% +$2.15M 0.05% 352
2022
Q4 		$312K Buy
+4,384
New +$275K 0.01% 808
2022
Q3 		– Sell
-9,097
Closed -$555K – 1006
2022
Q2 		$555K Buy
9,097
+1,214
+15% +$87K 0.02% 577
2022
Q1 		$634K Buy
7,883
+4,207
+114% +$319K 0.02% 519
2021
Q4 		$246K Sell
3,676
-9,988
-73% -$647K 0.01% 862
2021
Q3 		$913K Buy
13,664
+9,810
+255% +$765K 0.03% 414
2021
Q2 		$323K Buy
3,854
+1,056
+38% +$90.8K 0.01% 637
2021
Q1 		$217K Sell
2,798
-16,153
-85% -$1.32M 0.01% 672
2020
Q4 		$1.43M Buy
18,951
+1,289
+7% +$84.6K 0.07% 194
2020
Q3 		$1.07M Buy
17,662
+199
+1% +$12.2K 0.07% 208
2020
Q2 		$981K Buy
17,463
+2,863
+20% +$145K 0.07% 182
2020
Q1 		$665K Buy
14,600
+2,440
+20% +$125K 0.06% 183
2019
Q4 		$722K Buy
12,160
+5,093
+72% +$276K 0.06% 207
2019
Q3 		$368K Buy
+7,067
New +$383K 0.04% 262

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's RIO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Rio Tinto (RIO) stake by 245% in Q1 2026, buying an estimated $2.19M and bringing the position to 33,884 shares worth $3.16M. The position accounts for 0.03% of the portfolio, ranked #586.

Integrated Wealth Concepts first reported a position in RIO in Q3 2019 and has held it in 26 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Integrated Wealth Concepts held 33,884 shares of Rio Tinto worth $3.16M as of Q1 2026.
  • Integrated Wealth Concepts bought 24,053 Rio Tinto shares in Q1 2026, an estimated $2.19M.
  • Rio Tinto made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #586 holding.
  • Integrated Wealth Concepts first reported a position in Rio Tinto in Q3 2019 and has held it in 26 quarters since.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.