Cape Investment Advisory’s Rio Tinto RIO Stock Holding History

Cape Investment Advisory’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	$32.2K	Buy	+339	New	+$34.4K	0.01%	609
2026 Q1	–	Sell	-335	Closed	-$26.8K	–	969
2025 Q4	$26.8K	Buy	+335	New	+$24.1K	0.01%	556
2025 Q3	–	Sell	-317	Closed	-$18.5K	–	1118
2025 Q2	$18.5K	Buy	317 +8	+3%	+$472	0.01%	524
2025 Q1	$18.6K	Sell	309 -51	-14%	-$3.14K	0.01%	491
2024 Q4	$21.2K	Sell	360 -1,023	-74%	-$65.3K	0.01%	468
2024 Q3	$98.4K	Buy	1,383 +425	+44%	+$27.3K	0.04%	236
2024 Q2	$63.1K	Buy	958 +758	+379%	+$51.6K	0.03%	267
2024 Q1	$12.7K	Hold	200	–	–	0.01%	503
2023 Q4	$14.9K	Buy	+200	New	+$13.4K	0.01%	589

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cape Investment Advisory's RIO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Rio Tinto (RIO) in Q2 2026: 339 shares worth $32.2K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in RIO as recently as Q4 2025.

Cape Investment Advisory first reported a position in RIO in Q4 2023 and has held it in 9 quarters since. The position peaked at $98.4K in Q3 2024. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Cape Investment Advisory held 339 shares of Rio Tinto worth $32.2K as of Q2 2026.
Rio Tinto was a new Cape Investment Advisory position in Q2 2026.
Rio Tinto made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #609 holding.
Cape Investment Advisory first reported a position in Rio Tinto in Q4 2023 and has held it in 9 quarters since.
Cape Investment Advisory's Rio Tinto position peaked at $98.4K in Q3 2024.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.