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J.M. Forbes & Co’s Rio Tinto RIO Stock Holding History

J.M. Forbes & Co’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 		$9.25M Sell
97,468
-653
-0.7% -$66.2K 0.73% 44
2026
Q1 		$9.15M Buy
98,121
+1,143
+1% +$104K 0.77% 40
2025
Q4 		$7.76M Buy
96,978
+1,333
+1% +$96K 0.63% 47
2025
Q3 		$6.31M Buy
95,645
+1,125
+1% +$69.6K 0.52% 55
2025
Q2 		$5.51M Sell
94,520
-86
-0.1% -$5.08K 0.5% 55
2025
Q1 		$5.68M Buy
94,606
+4,723
+5% +$291K 0.55% 54
2024
Q4 		$5.29M Buy
89,883
+568
+0.6% +$36.3K 0.51% 57
2024
Q3 		$6.36M Sell
89,315
-663
-0.7% -$42.6K 0.62% 50
2024
Q2 		$5.93M Buy
89,978
+822
+0.9% +$55.9K 0.61% 50
2024
Q1 		$5.68M Sell
89,156
-2,665
-3% -$178K 0.62% 49
2023
Q4 		$6.84M Buy
91,821
+512
+0.6% +$34.4K 0.79% 47
2023
Q3 		$5.81M Buy
91,309
+558
+0.6% +$35.6K 0.76% 47
2023
Q2 		$5.79M Sell
90,751
-45,187
-33% -$2.91M 0.72% 47
2023
Q1 		$9.32M Buy
135,938
+68,382
+101% +$4.96M 1.28% 34
2022
Q4 		$4.81M Buy
67,556
+227
+0.3% +$14.3K 0.69% 42
2022
Q3 		$3.71M Buy
67,329
+628
+0.9% +$36.2K 0.58% 48
2022
Q2 		$4.07M Buy
66,701
+320
+0.5% +$22.9K 0.6% 48
2022
Q1 		$5.34M Buy
66,381
+19
+0% +$1.44K 0.67% 48
2021
Q4 		$4.44M Sell
66,362
-533
-0.8% -$34.5K 0.51% 48
2021
Q3 		$4.47M Buy
66,895
+1,422
+2% +$111K 0.56% 46
2021
Q2 		$5.49M Buy
+65,473
New +$5.63M 0.69% 46

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

J.M. Forbes & Co's RIO Position: Q2 2026 in Review

J.M. Forbes & Co reduced its Rio Tinto (RIO) stake by 0.67% in Q2 2026, selling an estimated $66.2K and leaving 97,468 shares worth $9.25M. The position accounts for 0.73% of the portfolio, ranked #44.

J.M. Forbes & Co first reported a position in RIO in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.32M in Q1 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • J.M. Forbes & Co held 97,468 shares of Rio Tinto worth $9.25M as of Q2 2026.
  • J.M. Forbes & Co sold 653 Rio Tinto shares in Q2 2026, an estimated $66.2K.
  • Rio Tinto made up 0.73% of J.M. Forbes & Co's portfolio in Q2 2026, its #44 holding.
  • J.M. Forbes & Co first reported a position in Rio Tinto in Q2 2021 and has held it in 21 quarters since.
  • J.M. Forbes & Co's Rio Tinto position peaked at $9.32M in Q1 2023.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.