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Capital Investment Advisors’s Rio Tinto RIO Stock Holding History

Capital Investment Advisors’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 		$5.36M Sell
56,511
-4,699
-8% -$476K 0.07% 162
2026
Q1 		$5.71M Sell
61,210
-3,507
-5% -$320K 0.08% 150
2025
Q4 		$5.18M Sell
64,717
-4,798
-7% -$345K 0.08% 153
2025
Q3 		$4.59M Sell
69,515
-4,135
-6% -$256K 0.08% 152
2025
Q2 		$4.3M Sell
73,650
-7,986
-10% -$472K 0.08% 153
2025
Q1 		$4.9M Sell
81,636
-15,366
-16% -$946K 0.1% 141
2024
Q4 		$5.7M Sell
97,002
-22,956
-19% -$1.47M 0.12% 130
2024
Q3 		$8.54M Sell
119,958
-281,992
-70% -$18.1M 0.18% 113
2024
Q2 		$26.5M Buy
401,950
+11,700
+3% +$796K 0.6% 51
2024
Q1 		$24.9M Sell
390,250
-10,112
-3% -$677K 0.58% 53
2023
Q4 		$29.8M Sell
400,362
-3,827
-0.9% -$257K 0.75% 35
2023
Q3 		$25.7M Buy
404,189
+57,818
+17% +$3.69M 0.71% 37
2023
Q2 		$22.1M Buy
346,371
+31,047
+10% +$2M 0.67% 40
2023
Q1 		$21.6M Buy
315,324
+229,832
+269% +$16.7M 0.64% 47
2022
Q4 		$6.09M Buy
85,492
+12,839
+18% +$806K 0.18% 109
2022
Q3 		$4M Buy
72,653
+16,963
+30% +$977K 0.14% 124
2022
Q2 		$3.4M Buy
55,690
+13,464
+32% +$965K 0.11% 135
2022
Q1 		$3.4M Buy
42,226
+9,808
+30% +$745K 0.1% 137
2021
Q4 		$2.17M Buy
32,418
+17,497
+117% +$1.13M 0.07% 185
2021
Q3 		$997K Buy
14,921
+7,866
+111% +$614K 0.03% 270
2021
Q2 		$592K Buy
7,055
+1,901
+37% +$163K 0.02% 341
2021
Q1 		$400K Buy
5,154
+2,203
+75% +$181K 0.02% 378
2020
Q4 		$222K Buy
+2,951
New +$194K 0.01% 472

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 Investment Advisors's RIO Position: Q2 2026 in Review

Capital Investment Advisors reduced its Rio Tinto (RIO) stake by 7.7% in Q2 2026, selling an estimated $476K and leaving 56,511 shares worth $5.36M. The position accounts for 0.07% of the portfolio, ranked #162.

Capital Investment Advisors first reported a position in RIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.8M in Q4 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Capital Investment Advisors held 56,511 shares of Rio Tinto worth $5.36M as of Q2 2026.
  • Capital Investment Advisors sold 4,699 Rio Tinto shares in Q2 2026, an estimated $476K.
  • Rio Tinto made up 0.07% of Capital Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • Capital Investment Advisors first reported a position in Rio Tinto in Q4 2020 and has held it in 23 quarters since.
  • Capital Investment Advisors's Rio Tinto position peaked at $29.8M in Q4 2023.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.