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Montz Harcus Wealth Management’s Rio Tinto RIO Stock Holding History

Montz Harcus Wealth Management’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 		$218K Hold
2,300
– – 0.08% 92
2026
Q1 		$215K Buy
+2,300
New +$210K 0.09% 85

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

Montz Harcus Wealth Management's RIO Position: Q2 2026 in Review

Montz Harcus Wealth Management held its Rio Tinto (RIO) position steady in Q2 2026 at 2,300 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #92.

Montz Harcus Wealth Management first reported a position in RIO in Q1 2026 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Montz Harcus Wealth Management held 2,300 shares of Rio Tinto worth $218K as of Q2 2026.
  • Montz Harcus Wealth Management left its Rio Tinto share count unchanged in Q2 2026.
  • Rio Tinto made up 0.08% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Montz Harcus Wealth Management first reported a position in Rio Tinto in Q1 2026 and has held it in 2 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.