AG
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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
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

MF
Milford Funds Auckland $6.14B AUM
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Advocate Group's RIO Position: Q2 2026 in Review

Advocate Group reduced its Rio Tinto (RIO) stake by 13% in Q2 2026, selling an estimated $709K and leaving 45,852 shares worth $4.35M. The position accounts for 0.65% of the portfolio, ranked #62.

Advocate Group first reported a position in RIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.93M in Q1 2026. 405 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Advocate Group held 45,852 shares of Rio Tinto worth $4.35M as of Q2 2026.
  • Advocate Group sold 6,991 Rio Tinto shares in Q2 2026, an estimated $709K.
  • Rio Tinto made up 0.65% of Advocate Group's portfolio in Q2 2026, its #62 holding.
  • Advocate Group first reported a position in Rio Tinto in Q1 2024 and has held it in 10 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 Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.