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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

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

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. 966 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.
  • 966 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.