Westbourne Investments’s Rio Tinto RIO Stock Holding History

Westbourne 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	$1.26M	Buy	13,221 +11	+0.1%	+$1.11K	0.51%	58
2026 Q1	$1.23M	Buy	13,210 +6,060	+85%	+$552K	0.59%	54
2025 Q4	$572K	Buy	+7,150	New	+$515K	0.27%	79

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Westbourne Investments's RIO Position: Q2 2026 in Review

Westbourne Investments increased its Rio Tinto (RIO) stake by 0.08% in Q2 2026, buying an estimated $1.11K and bringing the position to 13,221 shares worth $1.26M. The position accounts for 0.51% of the portfolio, ranked #58.

Westbourne Investments first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Westbourne Investments held 13,221 shares of Rio Tinto worth $1.26M as of Q2 2026.
Westbourne Investments bought 11 Rio Tinto shares in Q2 2026, an estimated $1.11K.
Rio Tinto made up 0.51% of Westbourne Investments's portfolio in Q2 2026, its #58 holding.
Westbourne Investments first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.