Addison Advisors’s Rio Tinto RIO Stock Holding History

Addison 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 Q3	$754	Buy	+8	New	+$777	﹤0.01%	703
2025 Q2	–	Sell	-466	Closed	-$28K	–	918
2025 Q1	$28K	Buy	466 +64	+16%	+$3.94K	0.01%	454
2024 Q4	$23.6K	Buy	+402	New	+$25.7K	0.01%	484
2024 Q3	–	Sell	-220	Closed	-$14.5K	–	860
2024 Q2	$14.5K	Buy	220 +171	+349%	+$11.6K	﹤0.01%	523
2024 Q1	$3.12K	Buy	49 +19	+63%	+$1.27K	﹤0.01%	605
2023 Q4	$2.23K	Hold	30	–	–	﹤0.01%	619
2023 Q3	$1.91K	Buy	+30	New	+$1.91K	﹤0.01%	594
2023 Q2	–	Sell	-100	Closed	-$6.86K	–	652
2023 Q1	$6.86K	Buy	+100	New	+$7.26K	﹤0.01%	491

Other funds holding RIO

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Addison Advisors's RIO Position: Q3 2026 in Review

Addison Advisors opened a new position in Rio Tinto (RIO) in Q3 2026: 8 shares worth $754. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Addison Advisors previously reported a position in RIO as recently as Q1 2025.

Addison Advisors first reported a position in RIO in Q1 2023 and has held it in 8 quarters since. The position peaked at $28K in Q1 2025. 636 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Addison Advisors held 8 shares of Rio Tinto worth $754 as of Q3 2026.
Rio Tinto was a new Addison Advisors position in Q3 2026.
Rio Tinto made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #703 holding.
Addison Advisors first reported a position in Rio Tinto in Q1 2023 and has held it in 8 quarters since.
Addison Advisors's Rio Tinto position peaked at $28K in Q1 2025.
636 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.