CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Rio Tinto RIO Stock Holding History

CAPTRUST Financial 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
Q1 		$3.11M Sell
33,318
-6,970
-17% -$635K 0.01% 980
2025
Q4 		$3.22M Buy
40,288
+7,389
+22% +$532K 0.01% 853
2025
Q3 		$2.17M Buy
32,899
+606
+2% +$37.5K ﹤0.01% 989
2025
Q2 		$1.88M Buy
32,293
+2,181
+7% +$129K ﹤0.01% 998
2025
Q1 		$1.81M Sell
30,112
-9,848
-25% -$606K ﹤0.01% 949
2024
Q4 		$2.35M Sell
39,960
-18,014
-31% -$1.15M 0.01% 822
2024
Q3 		$4.13M Sell
57,974
-1,275
-2% -$81.9K 0.01% 581
2024
Q2 		$3.91M Buy
59,249
+599
+1% +$40.8K 0.01% 569
2024
Q1 		$3.74M Sell
58,650
-14,916
-20% -$999K 0.01% 575
2023
Q4 		$5.48M Buy
73,566
+6,677
+10% +$448K 0.02% 531
2023
Q3 		$4.26M Buy
66,889
+17,520
+35% +$1.12M 0.02% 571
2023
Q2 		$3.15M Buy
49,369
+681
+1% +$43.8K 0.01% 658
2023
Q1 		$3.34M Sell
48,688
-1,721
-3% -$125K 0.01% 584
2022
Q4 		$3.59M Sell
50,409
-5,430
-10% -$341K 0.02% 533
2022
Q3 		$3.07M Buy
55,839
+32,705
+141% +$1.88M 0.02% 541
2022
Q2 		$1.41M Buy
23,134
+4,064
+21% +$291K 0.01% 707
2022
Q1 		$1.62M Buy
19,070
+6,392
+50% +$485K 0.01% 654
2021
Q4 		$849K Buy
12,678
+332
+3% +$21.5K 0.01% 884
2021
Q3 		$825K Buy
12,346
+1,099
+10% +$85.7K 0.01% 827
2021
Q2 		$944K Sell
11,247
-923
-8% -$79.3K 0.01% 740
2021
Q1 		$993K Sell
12,170
-3,529
-22% -$289K 0.01% 701
2020
Q4 		$1.18M Buy
15,699
+2,019
+15% +$133K 0.02% 563
2020
Q3 		$818K Buy
13,680
+6,208
+83% +$381K 0.01% 571
2020
Q2 		$418K Buy
7,472
+3,564
+91% +$181K 0.01% 770
2020
Q1 		$182K Sell
3,908
-455
-10% -$23.4K ﹤0.01% 893
2019
Q4 		$261K Buy
+4,363
New +$237K ﹤0.01% 892

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAPTRUST Financial Advisors's RIO Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Rio Tinto (RIO) stake by 17% in Q1 2026, selling an estimated $635K and leaving 33,318 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #980.

CAPTRUST Financial Advisors first reported a position in RIO in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.48M in Q4 2023. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • CAPTRUST Financial Advisors held 33,318 shares of Rio Tinto worth $3.11M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 6,970 Rio Tinto shares in Q1 2026, an estimated $635K.
  • Rio Tinto made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #980 holding.
  • CAPTRUST Financial Advisors first reported a position in Rio Tinto in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Rio Tinto position peaked at $5.48M in Q4 2023.
  • 932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.