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OneAscent Investment Solutions’s Rio Tinto RIO Stock Holding History

OneAscent Investment Solutions’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
-11,027
Closed -$1.03M – 169
2026
Q1 		$1.03M Sell
11,027
-2,796
-20% -$255K 1.03% 14
2025
Q4 		$1.11M Sell
13,823
-1,597
-10% -$115K 1.17% 11
2025
Q3 		$1.02M Hold
15,420
– – 1.08% 12
2025
Q2 		$899K Buy
15,420
+811
+6% +$47.9K 0.96% 17
2025
Q1 		$878K Buy
+14,609
New +$899K 1.04% 16

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

OneAscent Investment Solutions's RIO Position: Q2 2026 in Review

OneAscent Investment Solutions sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 11,027 shares — an estimated $1.03M sold.

OneAscent Investment Solutions first reported a position in RIO in Q1 2025 and held it in 5 quarters. The position peaked at $1.11M in Q4 2025. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • OneAscent Investment Solutions reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
  • OneAscent Investment Solutions sold 11,027 Rio Tinto shares in Q2 2026, an estimated $1.03M.
  • OneAscent Investment Solutions first reported a position in Rio Tinto in Q1 2025 and held it in 5 quarters.
  • OneAscent Investment Solutions's Rio Tinto position peaked at $1.11M in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

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