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Tred Avon Family Wealth’s Rio Tinto RIO Stock Holding History

Tred Avon Family Wealth’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 		$817K Sell
8,760
-1,425
-14% -$130K 0.27% 105
2025
Q4 		$815K Sell
10,185
-165
-2% -$11.9K 0.27% 106
2025
Q3 		$683K Buy
+10,350
New +$640K 0.23% 126

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 $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

Tred Avon Family Wealth's RIO Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Rio Tinto (RIO) stake by 14% in Q1 2026, selling an estimated $130K and leaving 8,760 shares worth $817K. The position accounts for 0.27% of the portfolio, ranked #105.

Tred Avon Family Wealth first reported a position in RIO in Q3 2025 and has held it in 3 quarters since. 935 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Tred Avon Family Wealth held 8,760 shares of Rio Tinto worth $817K as of Q1 2026.
  • Tred Avon Family Wealth sold 1,425 Rio Tinto shares in Q1 2026, an estimated $130K.
  • Rio Tinto made up 0.27% of Tred Avon Family Wealth's portfolio in Q1 2026, its #105 holding.
  • Tred Avon Family Wealth first reported a position in Rio Tinto in Q3 2025 and has held it in 3 quarters since.
  • 935 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.