Live Oak Investment Partners’s Rio Tinto RIO Stock Holding History

Live Oak Investment Partners’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	–	Sell	-24,973	Closed	-$2.33M	–	97
2026 Q1	$2.33M	Buy	24,973 +2,263	+10%	+$206K	1.38%	17
2025 Q4	$1.82M	Buy	22,710 +1,896	+9%	+$136K	1.12%	24
2025 Q3	$1.37M	Buy	20,814 +1,002	+5%	+$62K	0.91%	28
2025 Q2	$1.16M	Buy	19,812 +162	+0.8%	+$9.56K	0.89%	29
2025 Q1	$1.18M	Buy	+19,650	New	+$1.21M	0.93%	29
2024 Q4	–	Hold	0	–	–	–	31
2024 Q3	–	Hold	0	–	–	–	31
2024 Q2	–	Hold	0	–	–	–	31
2023 Q4	–	Hold	0	–	–	–	24
2023 Q3	–	Hold	0	–	–	–	26
2023 Q2	–	Hold	0	–	–	–	31
2023 Q1	–	Hold	0	–	–	–	29
2022 Q4	–	Hold	0	–	–	–	25

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

Live Oak Investment Partners's RIO Position: Q2 2026 in Review

Live Oak Investment Partners sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 24,973 shares — an estimated $2.33M sold.

Live Oak Investment Partners first reported a position in RIO in Q1 2025 and held it in 5 quarters. The position peaked at $2.33M in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Live Oak Investment Partners reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
Live Oak Investment Partners sold 24,973 Rio Tinto shares in Q2 2026, an estimated $2.33M.
Live Oak Investment Partners first reported a position in Rio Tinto in Q1 2025 and held it in 5 quarters.
Live Oak Investment Partners's Rio Tinto position peaked at $2.33M in Q1 2026.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.