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Rothschild Investment LLC’s Rio Tinto RIO Stock Holding History

Rothschild Investment LLC’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 		$645K Buy
6,798
+436
+7% +$44.2K 0.02% 521
2026
Q1 		$594K Buy
6,362
+101
+2% +$9.21K 0.03% 355
2025
Q4 		$501K Buy
6,261
+5
+0.1% +$360 0.03% 367
2025
Q3 		$413K Buy
6,256
+199
+3% +$12.3K 0.02% 399
2025
Q2 		$353K Sell
6,057
-365
-6% -$21.6K 0.02% 399
2025
Q1 		$386K Sell
6,422
-445
-6% -$27.4K 0.03% 384
2024
Q4 		$404K Buy
6,867
+129
+2% +$8.24K 0.03% 382
2024
Q3 		$480K Sell
6,738
-295
-4% -$18.9K 0.03% 354
2024
Q2 		$464K Sell
7,033
-264
-4% -$18K 0.03% 344
2024
Q1 		$465K Sell
7,297
-164
-2% -$11K 0.03% 336
2023
Q4 		$556K Sell
7,461
-382
-5% -$25.6K 0.05% 265
2023
Q3 		$499K Buy
7,843
+243
+3% +$15.5K 0.04% 293
2023
Q2 		$485K Buy
7,600
+721
+10% +$46.4K 0.04% 304
2023
Q1 		$472K Buy
6,879
+124
+2% +$9K 0.04% 304
2022
Q4 		$481K Buy
6,755
+1,100
+19% +$69.1K 0.04% 293
2022
Q3 		$311K Buy
5,655
+255
+5% +$14.7K 0.03% 352
2022
Q2 		$329K Buy
5,400
+200
+4% +$14.3K 0.03% 356
2022
Q1 		$418K Buy
+5,200
New +$395K 0.03% 349
2021
Q4 		– Sell
-3,200
Closed -$214K – 509
2021
Q3 		$214K Buy
3,200
+800
+33% +$62.4K 0.02% 452
2021
Q2 		$201K Buy
+2,400
New +$206K 0.02% 463

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Rothschild Investment LLC's RIO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Rio Tinto (RIO) stake by 6.9% in Q2 2026, buying an estimated $44.2K and bringing the position to 6,798 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #521.

Rothschild Investment LLC first reported a position in RIO in Q2 2021 and has held it in 20 quarters since. 533 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Rothschild Investment LLC held 6,798 shares of Rio Tinto worth $645K as of Q2 2026.
  • Rothschild Investment LLC bought 436 Rio Tinto shares in Q2 2026, an estimated $44.2K.
  • Rio Tinto made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #521 holding.
  • Rothschild Investment LLC first reported a position in Rio Tinto in Q2 2021 and has held it in 20 quarters since.
  • 533 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.