OneAscent Family Office’s Rio Tinto RIO Stock Holding History

OneAscent Family Office’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	$301K	Buy	3,170 +613	+24%	+$62.1K	0.15%	148
2026 Q1	$239K	Hold	2,557	–	–	0.17%	150
2025 Q4	$205K	Buy	+2,557	New	+$184K	0.14%	174

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

OneAscent Family Office's RIO Position: Q2 2026 in Review

OneAscent Family Office increased its Rio Tinto (RIO) stake by 24% in Q2 2026, buying an estimated $62.1K and bringing the position to 3,170 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #148.

OneAscent Family Office first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. 970 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

OneAscent Family Office held 3,170 shares of Rio Tinto worth $301K as of Q2 2026.
OneAscent Family Office bought 613 Rio Tinto shares in Q2 2026, an estimated $62.1K.
Rio Tinto made up 0.15% of OneAscent Family Office's portfolio in Q2 2026, its #148 holding.
OneAscent Family Office first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
970 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.