Allen Wealth Management
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Allen Wealth Management’s Rio Tinto RIO Stock Holding History

Allen Wealth Management’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 		$1.97M Sell
20,882
-3,431
-14% -$333K 0.96% 18
2026
Q2 		$2.31M Sell
24,313
-1,723
-7% -$175K 1.12% 16
2026
Q1 		$2.43M Sell
26,036
-2,385
-8% -$217K 1.22% 17
2025
Q4 		$2.27M Buy
28,421
+453
+2% +$32.6K 1.37% 17
2025
Q3 		$1.85M Buy
27,968
+931
+3% +$57.6K 1.25% 18
2025
Q2 		$1.58M Buy
27,037
+838
+3% +$49.5K 1.1% 21
2025
Q1 		$1.57M Buy
26,199
+768
+3% +$47.3K 1.08% 20
2024
Q4 		$1.5M Buy
25,431
+1,303
+5% +$83.2K 1.07% 20
2024
Q3 		$1.72M Buy
24,128
+434
+2% +$27.9K 1.19% 22
2024
Q2 		$1.56M Buy
23,694
+1,388
+6% +$94.5K 1.39% 16
2024
Q1 		$1.42M Buy
22,306
+910
+4% +$60.9K 1.25% 21
2023
Q4 		$1.59M Buy
+21,396
New +$1.44M 1.56% 15

Other funds holding RIO

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Allen Wealth Management's RIO Position: Q3 2026 in Review

Allen Wealth Management reduced its Rio Tinto (RIO) stake by 14% in Q3 2026, selling an estimated $333K and leaving 20,882 shares worth $1.97M. The position accounts for 0.96% of the portfolio, ranked #18.

Allen Wealth Management first reported a position in RIO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q1 2026. 384 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Allen Wealth Management held 20,882 shares of Rio Tinto worth $1.97M as of Q3 2026.
  • Allen Wealth Management sold 3,431 Rio Tinto shares in Q3 2026, an estimated $333K.
  • Rio Tinto made up 0.96% of Allen Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Allen Wealth Management first reported a position in Rio Tinto in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Rio Tinto position peaked at $2.43M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.