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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
Q2 		$806K Sell
8,495
-265
-3% -$26.9K 0.25% 120
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 $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tred Avon Family Wealth's RIO Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Rio Tinto (RIO) stake by 3% in Q2 2026, selling an estimated $26.9K and leaving 8,495 shares worth $806K. The position accounts for 0.25% of the portfolio, ranked #120.

Tred Avon Family Wealth first reported a position in RIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $817K in Q1 2026. 970 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Tred Avon Family Wealth held 8,495 shares of Rio Tinto worth $806K as of Q2 2026.
  • Tred Avon Family Wealth sold 265 Rio Tinto shares in Q2 2026, an estimated $26.9K.
  • Rio Tinto made up 0.25% of Tred Avon Family Wealth's portfolio in Q2 2026, its #120 holding.
  • Tred Avon Family Wealth first reported a position in Rio Tinto in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Rio Tinto position peaked at $817K in Q1 2026.
  • 970 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.