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Capital Advisors Inc’s Rio Tinto RIO Stock Holding History

Capital Advisors Inc’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 		$49.2M Sell
518,140
-11,456
-2% -$1.16M 0.72% 49
2026
Q1 		$49.4M Buy
529,596
+4,147
+0.8% +$378K 0.79% 45
2025
Q4 		$42.1M Buy
525,449
+5,021
+1% +$361K 0.68% 61
2025
Q3 		$34.4M Buy
520,428
+89,069
+21% +$5.51M 0.57% 70
2025
Q2 		$25.2M Buy
431,359
+6,058
+1% +$358K 0.45% 82
2025
Q1 		$25.6M Buy
425,301
+15,264
+4% +$940K 0.51% 79
2024
Q4 		$24.1M Buy
410,037
+85,034
+26% +$5.43M 0.48% 78
2024
Q3 		$23.1M Sell
325,003
-109,301
-25% -$7.02M 0.46% 80
2024
Q2 		$28.6M Buy
434,304
+12,982
+3% +$883K 0.59% 68
2024
Q1 		$26.9M Buy
421,322
+14,929
+4% +$1,000K 0.58% 69
2023
Q4 		$30.3M Buy
406,393
+53,353
+15% +$3.58M 0.68% 59
2023
Q3 		$22.5M Buy
353,040
+5,933
+2% +$378K 0.59% 68
2023
Q2 		$22.2M Buy
347,107
+9,822
+3% +$631K 0.56% 71
2023
Q1 		$23.1M Buy
337,285
+40,649
+14% +$2.95M 0.62% 66
2022
Q4 		$21.1M Sell
296,636
-2,050
-0.7% -$129K 0.6% 69
2022
Q3 		$16M Sell
298,686
-444
-0.1% -$25.6K 0.5% 73
2022
Q2 		$18.2M Buy
299,130
+63,549
+27% +$4.55M 0.55% 70
2022
Q1 		$18.9M Buy
235,581
+47,873
+26% +$3.63M 0.52% 72
2021
Q4 		$12.6M Buy
187,708
+11,504
+7% +$745K 0.34% 89
2021
Q3 		$11.8M Buy
176,204
+3,532
+2% +$276K 0.35% 89
2021
Q2 		$14.5M Buy
+172,672
New +$14.8M 0.43% 85

Other funds holding RIO

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Capital Advisors Inc's RIO Position: Q2 2026 in Review

Capital Advisors Inc reduced its Rio Tinto (RIO) stake by 2.2% in Q2 2026, selling an estimated $1.16M and leaving 518,140 shares worth $49.2M. The position accounts for 0.72% of the portfolio, ranked #49.

Capital Advisors Inc first reported a position in RIO in Q2 2021 and has held it in 21 quarters since. The position peaked at $49.4M in Q1 2026. 286 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Capital Advisors Inc held 518,140 shares of Rio Tinto worth $49.2M as of Q2 2026.
  • Capital Advisors Inc sold 11,456 Rio Tinto shares in Q2 2026, an estimated $1.16M.
  • Rio Tinto made up 0.72% of Capital Advisors Inc's portfolio in Q2 2026, its #49 holding.
  • Capital Advisors Inc first reported a position in Rio Tinto in Q2 2021 and has held it in 21 quarters since.
  • Capital Advisors Inc's Rio Tinto position peaked at $49.4M in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.