JFS Wealth Advisors’s Rio Tinto RIO Stock Holding History

JFS Wealth 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	$20.1K	Buy	212 +13	+7%	+$1.32K	﹤0.01%	766
2026 Q1	$18.6K	Hold	199	–	–	﹤0.01%	754
2025 Q4	$15.9K	Hold	199	–	–	﹤0.01%	819
2025 Q3	$13.1K	Hold	199	–	–	﹤0.01%	817
2025 Q2	$11.6K	Sell	199 -110	-36%	-$6.5K	﹤0.01%	816
2025 Q1	$18.6K	Buy	309 +25	+9%	+$1.54K	﹤0.01%	680
2024 Q4	$16.7K	Sell	284 -26	-8%	-$1.66K	﹤0.01%	688
2024 Q3	$22.1K	Buy	310 +26	+9%	+$1.67K	﹤0.01%	619
2024 Q2	$18.7K	Sell	284 -12	-4%	-$817	﹤0.01%	614
2024 Q1	$18.9K	Sell	296 -51	-15%	-$3.42K	﹤0.01%	639
2023 Q4	$25.8K	Sell	347 -169	-33%	-$11.3K	﹤0.01%	533
2023 Q3	$32.8K	Sell	516 -27	-5%	-$1.72K	﹤0.01%	436
2023 Q2	$34.7K	Sell	543 -37	-6%	-$2.38K	﹤0.01%	426
2023 Q1	$39.8K	Hold	580	–	–	﹤0.01%	402
2022 Q4	$41.3K	Buy	580 +558	+2,536%	+$35K	﹤0.01%	394
2022 Q3	$1K	Sell	22 -702	-97%	-$40.4K	﹤0.01%	1629
2022 Q2	$44K	Buy	724 +82	+13%	+$5.88K	﹤0.01%	420
2022 Q1	$52K	Buy	642 +517	+414%	+$39.2K	﹤0.01%	418
2021 Q4	$8K	Buy	+125	New	+$8.09K	﹤0.01%	726
2019 Q4	–	Sell	-45	Closed	-$2K	–	543
2019 Q3	$2K	Buy	+45	New	+$2.44K	﹤0.01%	457
2016 Q2	–	Sell	-11	Closed	–	–	597
2016 Q1	$0	Buy	+11	New	+$293	﹤0.01%	656

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

JFS Wealth Advisors's RIO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Rio Tinto (RIO) stake by 6.5% in Q2 2026, buying an estimated $1.32K and bringing the position to 212 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

JFS Wealth Advisors first reported a position in RIO in Q1 2016 and has held it in 21 quarters since. The position peaked at $52K in Q1 2022. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

JFS Wealth Advisors held 212 shares of Rio Tinto worth $20.1K as of Q2 2026.
JFS Wealth Advisors bought 13 Rio Tinto shares in Q2 2026, an estimated $1.32K.
Rio Tinto made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #766 holding.
JFS Wealth Advisors first reported a position in Rio Tinto in Q1 2016 and has held it in 21 quarters since.
JFS Wealth Advisors's Rio Tinto position peaked at $52K in Q1 2022.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.