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Kestra Private Wealth Services’s Rio Tinto RIO Stock Holding History

Kestra Private Wealth Services’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 		$1.72M Sell
18,104
-18
-0.1% -$1.82K 0.02% 652
2026
Q1 		$1.69M Buy
18,122
+5,794
+47% +$528K 0.02% 612
2025
Q4 		$987K Buy
12,328
+1,347
+12% +$97K 0.01% 813
2025
Q3 		$725K Sell
10,981
-134
-1% -$8.29K 0.01% 918
2025
Q2 		$648K Sell
11,115
-12,752
-53% -$753K 0.01% 922
2025
Q1 		$1.43M Buy
23,867
+3,401
+17% +$209K 0.02% 553
2024
Q4 		$1.2M Buy
20,466
+3,441
+20% +$220K 0.02% 580
2024
Q3 		$1.21M Buy
17,025
+4,974
+41% +$319K 0.02% 555
2024
Q2 		$795K Sell
12,051
-187
-2% -$12.7K 0.02% 650
2024
Q1 		$780K Buy
12,238
+127
+1% +$8.5K 0.02% 627
2023
Q4 		$902K Sell
12,111
-1,572
-11% -$105K 0.02% 554
2023
Q3 		$871K Buy
13,683
+3,781
+38% +$241K 0.03% 504
2023
Q2 		$632K Buy
9,902
+1,638
+20% +$105K 0.02% 565
2023
Q1 		$567K Sell
8,264
-1,235
-13% -$89.6K 0.02% 563
2022
Q4 		$676K Buy
9,499
+130
+1% +$8.17K 0.03% 446
2022
Q3 		$516K Buy
9,369
+1,625
+21% +$93.6K 0.03% 488
2022
Q2 		$472K Buy
7,744
+262
+4% +$18.8K 0.03% 523
2022
Q1 		$602K Buy
7,482
+205
+3% +$15.6K 0.03% 514
2021
Q4 		$487K Buy
7,277
+3,450
+90% +$223K 0.02% 601
2021
Q3 		$256K Buy
3,827
+786
+26% +$61.3K 0.01% 771
2021
Q2 		$255K Buy
+3,041
New +$261K 0.02% 725
2021
Q1 		– Sell
-11,498
Closed -$874K – 837
2020
Q4 		$874K Buy
11,498
+531
+5% +$34.9K 0.06% 305
2020
Q3 		$662K Buy
+10,967
New +$673K 0.06% 326

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

Kestra Private Wealth Services's RIO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Rio Tinto (RIO) stake by 0.1% in Q2 2026, selling an estimated $1.82K and leaving 18,104 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #652.

Kestra Private Wealth Services first reported a position in RIO in Q3 2020 and has held it in 23 quarters since. 970 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Kestra Private Wealth Services held 18,104 shares of Rio Tinto worth $1.72M as of Q2 2026.
  • Kestra Private Wealth Services sold 18 Rio Tinto shares in Q2 2026, an estimated $1.82K.
  • Rio Tinto made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #652 holding.
  • Kestra Private Wealth Services first reported a position in Rio Tinto in Q3 2020 and has held it in 23 quarters since.
  • 970 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.