Advocate Group’s Rio Tinto RIO Stock Holding History

Advocate Group’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	$4.19M	Sell	44,542 -1,310	-3%	-$127K	0.65%	60
2026 Q2	$4.35M	Sell	45,852 -6,991	-13%	-$709K	0.65%	62
2026 Q1	$4.93M	Sell	52,843 -1,637	-3%	-$149K	0.77%	56
2025 Q4	$4.36M	Sell	54,480 -1,743	-3%	-$125K	0.71%	60
2025 Q3	$3.71M	Buy	56,223 +1,704	+3%	+$105K	0.61%	59
2025 Q2	$3.18M	Buy	54,519 +1,795	+3%	+$106K	0.57%	63
2025 Q1	$3.17M	Buy	52,724 +717	+1%	+$44.1K	0.58%	61
2024 Q4	$3.06M	Buy	52,007 +6,384	+14%	+$408K	0.58%	60
2024 Q3	$3.25M	Buy	45,623 +6,667	+17%	+$428K	0.59%	62
2024 Q2	$2.57M	Buy	38,956 +11,015	+39%	+$750K	0.52%	63
2024 Q1	$1.78M	Buy	+27,941	New	+$1.87M	0.35%	72

Other funds holding RIO

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

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

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Advocate Group's RIO Position: Q3 2026 in Review

Advocate Group reduced its Rio Tinto (RIO) stake by 2.9% in Q3 2026, selling an estimated $127K and leaving 44,542 shares worth $4.19M. The position accounts for 0.65% of the portfolio, ranked #60.

Advocate Group first reported a position in RIO in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.93M in Q1 2026. 405 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Advocate Group held 44,542 shares of Rio Tinto worth $4.19M as of Q3 2026.
Advocate Group sold 1,310 Rio Tinto shares in Q3 2026, an estimated $127K.
Rio Tinto made up 0.65% of Advocate Group's portfolio in Q3 2026, its #60 holding.
Advocate Group first reported a position in Rio Tinto in Q1 2024 and has held it in 11 quarters since.
Advocate Group's Rio Tinto position peaked at $4.93M in Q1 2026.
405 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.