Principal Street Partners’s Rio Tinto RIO Stock Holding History

Principal Street 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	$240K	Sell	2,528 -95	-4%	-$9.63K	0.04%	229
2026 Q1	$245K	Hold	2,623	–	–	0.04%	203
2025 Q4	$210K	Buy	+2,623	New	+$189K	0.04%	220
2025 Q3	–	Sell	-5,650	Closed	-$330K	–	344
2025 Q2	$330K	Buy	+5,650	New	+$334K	0.03%	256
2024 Q2	–	Sell	-3,230	Closed	-$225K	–	262
2024 Q1	$225K	Sell	3,230 -372	-10%	-$24.9K	0.04%	222
2023 Q4	$268K	Sell	3,602 -3,318	-48%	-$223K	0.06%	174
2023 Q3	$440K	Buy	6,920 +3,371	+95%	+$215K	0.09%	163
2023 Q2	$227K	Sell	3,549 -366	-9%	-$23.5K	0.05%	197
2023 Q1	$275K	Buy	+3,915	New	+$284K	0.07%	184
2022 Q3	–	Sell	-4,098	Closed	-$250K	–	219
2022 Q2	$250K	Buy	4,098 +440	+12%	+$31.5K	0.06%	182
2022 Q1	$312K	Buy	+3,658	New	+$278K	0.07%	178
2021 Q3	–	Sell	-3,228	Closed	-$271K	–	197
2021 Q2	$271K	Buy	3,228 +328	+11%	+$28.2K	0.07%	182
2021 Q1	$237K	Hold	2,900	–	–	0.03%	178
2020 Q4	$218K	Buy	+2,900	New	+$190K	0.07%	161

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

Principal Street Partners's RIO Position: Q2 2026 in Review

Principal Street Partners reduced its Rio Tinto (RIO) stake by 3.6% in Q2 2026, selling an estimated $9.63K and leaving 2,528 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #229.

Principal Street Partners first reported a position in RIO in Q4 2020 and has held it in 14 quarters since. The position peaked at $440K in Q3 2023. 970 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Principal Street Partners held 2,528 shares of Rio Tinto worth $240K as of Q2 2026.
Principal Street Partners sold 95 Rio Tinto shares in Q2 2026, an estimated $9.63K.
Rio Tinto made up 0.04% of Principal Street Partners's portfolio in Q2 2026, its #229 holding.
Principal Street Partners first reported a position in Rio Tinto in Q4 2020 and has held it in 14 quarters since.
Principal Street Partners's Rio Tinto position peaked at $440K in Q3 2023.
970 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.