Asset Allocation Strategies
RIO icon

Asset Allocation Strategies’s Rio Tinto RIO Stock Holding History

Asset Allocation Strategies’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 		$293K Buy
3,112
+102
+3% +$9.9K 0.04% 148
2026
Q2 		$286K Buy
3,010
+117
+4% +$11.9K 0.04% 152
2026
Q1 		$270K Sell
2,893
-57
-2% -$5.2K 0.05% 148
2025
Q4 		$236K Buy
+2,950
New +$212K 0.04% 151

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Asset Allocation Strategies's RIO Position: Q3 2026 in Review

Asset Allocation Strategies increased its Rio Tinto (RIO) stake by 3.4% in Q3 2026, buying an estimated $9.9K and bringing the position to 3,112 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #148.

Asset Allocation Strategies first reported a position in RIO in Q4 2025 and has held it in 4 quarters since. 636 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Asset Allocation Strategies held 3,112 shares of Rio Tinto worth $293K as of Q3 2026.
  • Asset Allocation Strategies bought 102 Rio Tinto shares in Q3 2026, an estimated $9.9K.
  • Rio Tinto made up 0.04% of Asset Allocation Strategies's portfolio in Q3 2026, its #148 holding.
  • Asset Allocation Strategies first reported a position in Rio Tinto in Q4 2025 and has held it in 4 quarters since.
  • 636 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.