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Cadence Wealth Management’s Rio Tinto RIO Stock Holding History

Cadence 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
Q2 		$1.61M Buy
16,921
+762
+5% +$77.3K 0.72% 14
2026
Q1 		$1.51M Buy
16,159
+1,006
+7% +$91.7K 0.63% 15
2025
Q4 		$1.21M Buy
15,153
+237
+2% +$17.1K 0.59% 18
2025
Q3 		$985K Buy
14,916
+679
+5% +$42K 0.52% 25
2025
Q2 		$830K Buy
14,237
+1,326
+10% +$78.3K 0.55% 21
2025
Q1 		$776K Buy
12,911
+710
+6% +$43.7K 0.57% 20
2024
Q4 		$718K Buy
12,201
+481
+4% +$30.7K 0.48% 21
2024
Q3 		$834K Buy
11,720
+62
+0.5% +$3.98K 0.68% 15
2024
Q2 		$769K Buy
11,658
+1,244
+12% +$84.7K 0.54% 18
2024
Q1 		$664K Buy
10,414
+2,402
+30% +$161K 0.68% 12
2023
Q4 		$597K Sell
8,012
-1,701
-18% -$114K 0.47% 17
2023
Q3 		$618K Buy
9,713
+2,202
+29% +$140K 0.51% 14
2023
Q2 		$480K Buy
7,511
+1,134
+18% +$72.9K 0.46% 16
2023
Q1 		$437K Buy
+6,377
New +$463K 0.45% 14
2022
Q3 		– Sell
-3,342
Closed -$204K – 35
2022
Q2 		$204K Sell
3,342
-1,342
-29% -$96.2K 0.21% 29
2022
Q1 		$377K Sell
4,684
-576
-11% -$43.7K 0.29% 23
2021
Q4 		$352K Buy
+5,260
New +$340K 0.39% 22

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cadence Wealth Management's RIO Position: Q2 2026 in Review

Cadence Wealth Management increased its Rio Tinto (RIO) stake by 4.7% in Q2 2026, buying an estimated $77.3K and bringing the position to 16,921 shares worth $1.61M. The position accounts for 0.72% of the portfolio, ranked #14.

Cadence Wealth Management first reported a position in RIO in Q4 2021 and has held it in 17 quarters since. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Cadence Wealth Management held 16,921 shares of Rio Tinto worth $1.61M as of Q2 2026.
  • Cadence Wealth Management bought 762 Rio Tinto shares in Q2 2026, an estimated $77.3K.
  • Rio Tinto made up 0.72% of Cadence Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Cadence Wealth Management first reported a position in Rio Tinto in Q4 2021 and has held it in 17 quarters since.
  • 966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.