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Stephens Inc’s Rio Tinto RIO Stock Holding History

Stephens Inc’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 		$6.4M Buy
68,593
+3,283
+5% +$299K 0.08% 241
2025
Q4 		$5.23M Sell
65,310
-2,390
-4% -$172K 0.07% 279
2025
Q3 		$4.47M Buy
67,700
+5,658
+9% +$350K 0.06% 314
2025
Q2 		$3.62M Sell
62,042
-17,831
-22% -$1.05M 0.05% 334
2025
Q1 		$4.8M Buy
79,873
+24,200
+43% +$1.49M 0.07% 279
2024
Q4 		$3.27M Buy
55,673
+1,980
+4% +$126K 0.05% 339
2024
Q3 		$3.82M Buy
53,693
+8,041
+18% +$516K 0.05% 310
2024
Q2 		$3.01M Buy
45,652
+5,338
+13% +$363K 0.05% 344
2024
Q1 		$2.57M Buy
40,314
+4,057
+11% +$272K 0.04% 370
2023
Q4 		$2.7M Buy
36,257
+5,301
+17% +$356K 0.05% 329
2023
Q3 		$1.97M Buy
30,956
+8,450
+38% +$539K 0.04% 374
2023
Q2 		$1.44M Sell
22,506
-24,846
-52% -$1.6M 0.03% 459
2023
Q1 		$3.25M Sell
47,352
-10,540
-18% -$765K 0.06% 294
2022
Q4 		$4.12M Buy
57,892
+31,147
+116% +$1.96M 0.08% 245
2022
Q3 		$1.47M Sell
26,745
-11,248
-30% -$648K 0.03% 432
2022
Q2 		$2.32M Sell
37,993
-27,957
-42% -$2M 0.05% 342
2022
Q1 		$5.3M Buy
+65,950
New +$5.01M 0.09% 243
2021
Q1 		– Sell
-2,824
Closed -$212K – 1344
2020
Q4 		$212K Buy
+2,824
New +$185K ﹤0.01% 1064
2018
Q4 		– Sell
-4,016
Closed -$205K – 1172
2018
Q3 		$205K Buy
+4,016
New +$205K 0.01% 1056
2017
Q2 		– Sell
-7,670
Closed -$312K – 886
2017
Q1 		$312K Buy
+7,670
New +$326K 0.01% 662
2015
Q4 		– Sell
-7,817
Closed -$264K – 791
2015
Q3 		$264K Buy
7,817
+2,844
+57% +$106K 0.01% 586
2015
Q2 		$205K Buy
4,973
+100
+2% +$4.39K 0.01% 704
2015
Q1 		$202K Buy
4,873
+185
+4% +$8.36K 0.01% 722
2014
Q4 		$216K Buy
+4,688
New +$221K 0.01% 698

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

Stephens Inc's RIO Position: Q1 2026 in Review

Stephens Inc increased its Rio Tinto (RIO) stake by 5% in Q1 2026, buying an estimated $299K and bringing the position to 68,593 shares worth $6.4M. The position accounts for 0.08% of the portfolio, ranked #241.

Stephens Inc first reported a position in RIO in Q4 2014 and has held it in 24 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Stephens Inc held 68,593 shares of Rio Tinto worth $6.4M as of Q1 2026.
  • Stephens Inc bought 3,283 Rio Tinto shares in Q1 2026, an estimated $299K.
  • Rio Tinto made up 0.08% of Stephens Inc's portfolio in Q1 2026, its #241 holding.
  • Stephens Inc first reported a position in Rio Tinto in Q4 2014 and has held it in 24 quarters since.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.