EP Wealth Advisors, LLC

Position in RIO — Rio Tinto PLC

CIK 1540569 TORRANCE, CA

Position in RIO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$570,909

+$96,063 QoQ

Shares Held

6,014

+18.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#492

of 965 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Basic Materials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,821,395 across 5 Other Industrial Metals & Mining names. RIO ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	9,386	$781,947
2	RIO	Rio Tinto PLC This page	6,014	$570,909
3	MP	MP Materials Corp. / DE	4,912	$275,121
4	NB	Niocorp Developments Ltd	32,820	$158,192
5	TMQ	Trilogy Metals Inc.	10,036	$35,226

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$570,909	6,014	+18.2%	Shares	Sole	2026-08-12
2026-03-31	$474,846	5,090	-7.5%	Shares	Sole	2026-05-14
2025-12-31	$440,485	5,504	+1.1%	Shares	Sole	2026-02-18
2025-06-30	$317,431	5,442	+12.8%	Shares	Sole	2025-08-14
2025-03-31	$289,946	4,826	-35.0%	Shares	Sole	2025-05-15
2024-12-31	$436,781	7,427	+11.8%	Shares	Sole	2025-02-14
2024-09-30	$472,639	6,641	+26.7%	Shares	Sole	2024-11-15
2024-06-30	$345,473	5,240	+22.0%	Shares	Sole	2024-08-19
2024-03-31	$273,763	4,295	-3.7%	Shares	Sole	2024-05-14
2023-12-31	$331,942	4,458	-32.8%	Shares	Sole	2024-02-28
2023-09-30	$421,869	6,629	-98.0%	Shares	Sole	2023-11-24
2023-06-30	$244,779	332,812	+2993.0%	Shares	Sole	2023-08-14
2022-06-30	$656,360	10,760	+136.7%	Shares	Sole	2022-08-11
2022-03-31	$365,498	4,546	+55.3%	Shares	Sole	2022-05-20
2021-06-30	$245,546	2,927	+13.1%	Shares	Sole	2021-08-24
2021-03-31	$200,880	2,587	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.