Carter Financial Group’s Rio Tinto RIO Stock Holding History

Carter Financial Group’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	$249K	Buy	+2,618	New	+$265K	0.13%	108

Other funds holding RIO

Milford Funds Auckland $6.14B AUM

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Carter Financial Group's RIO Position: Q2 2026 in Review

Carter Financial Group opened a new position in Rio Tinto (RIO) in Q2 2026: 2,618 shares worth $249K. The stake represents 0.13% of the portfolio and ranks #108 among its holdings.

405 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Carter Financial Group held 2,618 shares of Rio Tinto worth $249K as of Q2 2026.
Rio Tinto was a new Carter Financial Group position in Q2 2026.
Rio Tinto made up 0.13% of Carter Financial Group's portfolio in Q2 2026, its #108 holding.
405 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.