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Legacy Capital Group California’s Rio Tinto RIO Stock Holding History

Legacy Capital Group California’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 		$519K Buy
+5,467
New +$554K 0.16% 192
2024
Q4 		– Sell
-4,284
Closed -$305K – 353
2024
Q3 		$305K Sell
4,284
-11
-0.3% -$707 0.1% 228
2024
Q2 		$283K Buy
4,295
+276
+7% +$18.8K 0.1% 235
2024
Q1 		$256K Buy
+4,019
New +$269K 0.09% 251

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

Legacy Capital Group California's RIO Position: Q2 2026 in Review

Legacy Capital Group California opened a new position in Rio Tinto (RIO) in Q2 2026: 5,467 shares worth $519K. The stake represents 0.16% of the portfolio and ranks #192 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in RIO as recently as Q3 2024.

Legacy Capital Group California first reported a position in RIO in Q1 2024 and has held it in 4 quarters since. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Legacy Capital Group California held 5,467 shares of Rio Tinto worth $519K as of Q2 2026.
  • Rio Tinto was a new Legacy Capital Group California position in Q2 2026.
  • Rio Tinto made up 0.16% of Legacy Capital Group California's portfolio in Q2 2026, its #192 holding.
  • Legacy Capital Group California first reported a position in Rio Tinto in Q1 2024 and has held it in 4 quarters since.
  • 966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.