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West Family Investments’s Rio Tinto RIO Stock Holding History

West Family Investments’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 		$570K Buy
6,000
+17
+0.3% +$1.72K 0.17% 154
2026
Q1 		$558K Sell
5,983
-2,235
-27% -$204K 0.2% 97
2025
Q4 		$658K Hold
8,218
– – 0.15% 129
2025
Q3 		$542K Hold
8,218
– – 0.12% 162
2025
Q2 		$479K Buy
8,218
+3,656
+80% +$216K 0.13% 170
2025
Q1 		$274K Sell
4,562
-1,943
-30% -$120K 0.1% 182
2024
Q4 		$383K Buy
6,505
+1,906
+41% +$122K 0.13% 156
2024
Q3 		$327K Buy
4,599
+120
+3% +$7.71K 0.11% 185
2024
Q2 		$295K Hold
4,479
– – 0.09% 181
2024
Q1 		$285K Buy
4,479
+750
+20% +$50.2K 0.09% 187
2023
Q4 		$278K Buy
3,729
+388
+12% +$26K 0.09% 169
2023
Q3 		$213K Sell
3,341
-723
-18% -$46.1K 0.07% 202
2023
Q2 		$259K Sell
4,064
-329
-7% -$21.2K 0.1% 183
2023
Q1 		$301K Buy
4,393
+720
+20% +$52.3K 0.12% 129
2022
Q4 		$262K Sell
3,673
-903
-20% -$56.7K 0.09% 185
2022
Q3 		$252K Sell
4,576
-2,328
-34% -$134K 0.1% 173
2022
Q2 		$421K Buy
6,904
+1,245
+22% +$89.2K 0.17% 108
2022
Q1 		$455K Hold
5,659
– – 0.13% 129
2021
Q4 		$379K Buy
+5,659
New +$366K 0.1% 166
2021
Q3 		– Sell
-4,936
Closed -$414K – 382
2021
Q2 		$414K Buy
+4,936
New +$424K 0.11% 160

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

West Family Investments's RIO Position: Q2 2026 in Review

West Family Investments increased its Rio Tinto (RIO) stake by 0.28% in Q2 2026, buying an estimated $1.72K and bringing the position to 6,000 shares worth $570K. The position accounts for 0.17% of the portfolio, ranked #154.

West Family Investments first reported a position in RIO in Q2 2021 and has held it in 20 quarters since. The position peaked at $658K in Q4 2025. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • West Family Investments held 6,000 shares of Rio Tinto worth $570K as of Q2 2026.
  • West Family Investments bought 17 Rio Tinto shares in Q2 2026, an estimated $1.72K.
  • Rio Tinto made up 0.17% of West Family Investments's portfolio in Q2 2026, its #154 holding.
  • West Family Investments first reported a position in Rio Tinto in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Rio Tinto position peaked at $658K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.