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Addenda Capital’s Rio Tinto RIO Stock Holding History

Addenda Capital’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 		$8.7M Hold
91,600
– – 0.24% 88
2026
Q1 		$8.78M Hold
91,600
– – 0.25% 86
2025
Q4 		$7.33M Sell
91,600
-9,999
-10% -$720K 0.22% 91
2025
Q3 		$6.71M Buy
101,599
+1,982
+2% +$123K 0.2% 105
2025
Q2 		$5.81M Sell
99,617
-591
-0.6% -$34.9K 0.21% 108
2025
Q1 		$6.25M Sell
100,208
-174
-0.2% -$10.7K 0.23% 98
2024
Q4 		$5.9M Sell
100,382
-286
-0.3% -$18.3K 0.21% 102
2024
Q3 		$7.16M Buy
100,668
+5
+0% +$321 0.26% 90
2024
Q2 		$6.64M Sell
100,663
-14
-0% -$953 0.26% 86
2024
Q1 		$6.62M Buy
100,677
+21,864
+28% +$1.46M 0.25% 93
2023
Q4 		$5.87M Sell
78,813
-79
-0.1% -$5.3K 0.23% 97
2023
Q3 		$5.02M Sell
78,892
-74
-0.1% -$4.72K 0.22% 105
2023
Q2 		$5.04M Buy
78,966
+3,822
+5% +$246K 0.21% 111
2023
Q1 		$5.33M Sell
75,144
-602
-0.8% -$43.7K 0.22% 104
2022
Q4 		$5.39M Sell
75,746
-984
-1% -$61.8K 0.23% 95
2022
Q3 		$4.22M Buy
+76,730
New +$4.42M 0.19% 113

Other funds holding RIO

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Addenda Capital's RIO Position: Q2 2026 in Review

Addenda Capital held its Rio Tinto (RIO) position steady in Q2 2026 at 91,600 shares worth $8.7M. The position accounts for 0.24% of the portfolio, ranked #88.

Addenda Capital first reported a position in RIO in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.78M in Q1 2026. 151 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Addenda Capital held 91,600 shares of Rio Tinto worth $8.7M as of Q2 2026.
  • Addenda Capital left its Rio Tinto share count unchanged in Q2 2026.
  • Rio Tinto made up 0.24% of Addenda Capital's portfolio in Q2 2026, its #88 holding.
  • Addenda Capital first reported a position in Rio Tinto in Q3 2022 and has held it in 16 quarters since.
  • Addenda Capital's Rio Tinto position peaked at $8.78M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Addenda Capital's 13F filing for Q2 2026, filed 14 Jul 2026.