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Recurrent Investment Advisors’s Rio Tinto RIO Stock Holding History

Recurrent Investment Advisors’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
Q1 		$2.54M Buy
27,247
+1,200
+5% +$109K 0.15% 40
2025
Q4 		$2.08M Buy
26,047
+10,530
+68% +$758K 0.15% 39
2025
Q3 		$1.02M Hold
15,517
– – 0.08% 48
2025
Q2 		$905K Hold
15,517
– – 0.07% 53
2025
Q1 		$932K Buy
15,517
+813
+6% +$50K 0.08% 50
2024
Q4 		$865K Sell
14,704
-1,012
-6% -$64.6K 0.08% 46
2024
Q3 		$1.12M Sell
15,716
-1,118
-7% -$71.8K 0.11% 38
2024
Q2 		$1.11M Sell
16,834
-494
-3% -$33.6K 0.12% 37
2024
Q1 		$1.1M Hold
17,328
– – 0.13% 38
2023
Q4 		$1.29M Sell
17,328
-1,921
-10% -$129K 0.19% 31
2023
Q3 		$1.23M Buy
19,249
+7
+0% +$447 0.18% 40
2023
Q2 		$1.23M Buy
19,242
+1,790
+10% +$115K 0.21% 40
2023
Q1 		$1.2M Hold
17,452
– – 0.24% 35
2022
Q4 		$1.24M Hold
17,452
– – 0.27% 33
2022
Q3 		$961K Buy
17,452
+3,036
+21% +$175K 0.26% 33
2022
Q2 		$879K Hold
14,416
– – 0.27% 34
2022
Q1 		$1.16M Sell
14,416
-3,916
-21% -$297K 0.37% 30
2021
Q4 		$1.23M Hold
18,332
– – 0.49% 28
2021
Q3 		$1.23M Buy
18,332
+6,000
+49% +$468K 0.54% 27
2021
Q2 		$1.01M Hold
12,332
– – 0.51% 30
2021
Q1 		$958K Hold
12,332
– – 0.61% 30
2020
Q4 		$928K Hold
12,332
– – 0.69% 29
2020
Q3 		$745K Hold
12,332
– – 0.79% 27
2020
Q2 		$693K Sell
12,332
-6,200
-33% -$314K 0.65% 29
2020
Q1 		$844K Buy
18,532
+3,800
+26% +$195K 1.58% 21
2019
Q4 		$874K Buy
+14,732
New +$799K 1.12% 23

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Recurrent Investment Advisors's RIO Position: Q1 2026 in Review

Recurrent Investment Advisors increased its Rio Tinto (RIO) stake by 4.6% in Q1 2026, buying an estimated $109K and bringing the position to 27,247 shares worth $2.54M. The position accounts for 0.15% of the portfolio, ranked #40.

Recurrent Investment Advisors first reported a position in RIO in Q4 2019 and has held it in 26 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Recurrent Investment Advisors held 27,247 shares of Rio Tinto worth $2.54M as of Q1 2026.
  • Recurrent Investment Advisors bought 1,200 Rio Tinto shares in Q1 2026, an estimated $109K.
  • Rio Tinto made up 0.15% of Recurrent Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Recurrent Investment Advisors first reported a position in Rio Tinto in Q4 2019 and has held it in 26 quarters since.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.