LMCG Investments’s Rio Tinto RIO Stock Holding History

LMCG Investments’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	$5.53M	Buy	58,287 +667	+1%	+$67.6K	0.3%	95
2026 Q1	$5.38M	Buy	57,620 +6,229	+12%	+$568K	0.32%	93
2025 Q4	$4.11M	Buy	51,391 +2,340	+5%	+$168K	0.24%	102
2025 Q3	$3.24M	Sell	49,051 -1,116	-2%	-$69K	0.19%	115
2025 Q2	$2.93M	Sell	50,167 -7,262	-13%	-$429K	0.18%	118
2025 Q1	$3.45M	Sell	57,429 -3,155	-5%	-$194K	0.23%	117
2024 Q4	$3.56M	Sell	60,584 -51,431	-46%	-$3.28M	0.22%	111
2024 Q3	$7.97M	Buy	112,015 +1,070	+1%	+$68.7K	0.48%	80
2024 Q2	$7.31M	Buy	110,945 +3,431	+3%	+$233K	0.43%	82
2024 Q1	$6.85M	Buy	107,514 +225	+0.2%	+$15.1K	0.4%	90
2023 Q4	$7.99M	Buy	107,289 +1,090	+1%	+$73.1K	0.49%	74
2023 Q3	$6.76M	Buy	106,199 +3,081	+3%	+$197K	0.46%	80
2023 Q2	$6.58M	Buy	103,118 +12,072	+13%	+$776K	0.43%	83
2023 Q1	$6.25M	Buy	91,046 +37,578	+70%	+$2.73M	0.42%	83
2022 Q4	$3.81M	Buy	+53,468	New	+$3.36M	0.27%	105

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

LMCG Investments's RIO Position: Q2 2026 in Review

LMCG Investments increased its Rio Tinto (RIO) stake by 1.2% in Q2 2026, buying an estimated $67.6K and bringing the position to 58,287 shares worth $5.53M. The position accounts for 0.3% of the portfolio, ranked #95.

LMCG Investments first reported a position in RIO in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.99M in Q4 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

LMCG Investments held 58,287 shares of Rio Tinto worth $5.53M as of Q2 2026.
LMCG Investments bought 667 Rio Tinto shares in Q2 2026, an estimated $67.6K.
Rio Tinto made up 0.3% of LMCG Investments's portfolio in Q2 2026, its #95 holding.
LMCG Investments first reported a position in Rio Tinto in Q4 2022 and has held it in 15 quarters since.
LMCG Investments's Rio Tinto position peaked at $7.99M in Q4 2023.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.