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Waverly Advisors’s Rio Tinto RIO Stock Holding History

Waverly 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 		$3.31M Buy
35,449
+1,032
+3% +$94.1K 0.02% 516
2025
Q4 		$2.75M Buy
34,417
+3,310
+11% +$238K 0.02% 517
2025
Q3 		$2.05M Buy
31,107
+2,459
+9% +$152K 0.02% 510
2025
Q2 		$1.67M Sell
28,648
-768
-3% -$45.3K 0.02% 523
2025
Q1 		$1.77M Buy
29,416
+1,976
+7% +$122K 0.02% 498
2024
Q4 		$1.61M Buy
27,440
+987
+4% +$63K 0.03% 425
2024
Q3 		$1.88M Sell
26,453
-303
-1% -$19.5K 0.03% 340
2024
Q2 		$1.76M Buy
26,756
+930
+4% +$63.3K 0.03% 336
2024
Q1 		$1.65M Buy
+25,826
New +$1.73M 0.04% 290
2014
Q4 		– Sell
-13
Closed -$1K – 617
2014
Q3 		$1K Hold
13
– – ﹤0.01% 749
2014
Q2 		$1K Sell
13
-173
-93% -$9.38K ﹤0.01% 710
2014
Q1 		$10K Sell
186
-1,107
-86% -$60.3K ﹤0.01% 428
2013
Q4 		$73K Buy
1,293
+13
+1% +$676 0.03% 280
2013
Q3 		$62K Buy
+1,280
New +$59.7K 0.03% 216

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

Waverly Advisors's RIO Position: Q1 2026 in Review

Waverly Advisors increased its Rio Tinto (RIO) stake by 3% in Q1 2026, buying an estimated $94.1K and bringing the position to 35,449 shares worth $3.31M. The position accounts for 0.02% of the portfolio, ranked #516.

Waverly Advisors first reported a position in RIO in Q3 2013 and has held it in 14 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Waverly Advisors held 35,449 shares of Rio Tinto worth $3.31M as of Q1 2026.
  • Waverly Advisors bought 1,032 Rio Tinto shares in Q1 2026, an estimated $94.1K.
  • Rio Tinto made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #516 holding.
  • Waverly Advisors first reported a position in Rio Tinto in Q3 2013 and has held it in 14 quarters since.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

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