Concurrent Investment Advisors’s Rio Tinto RIO Stock Holding History

Concurrent 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	$1.02M	Buy	10,789 +3,491	+48%	+$354K	0.01%	995
2026 Q1	$681K	Sell	7,298 -11,551	-61%	-$1.05M	0.01%	1073
2025 Q4	$1.51M	Buy	18,849 +14,079	+295%	+$1.01M	0.02%	672
2025 Q3	$315K	Buy	4,770 +317	+7%	+$19.6K	0.01%	1129
2025 Q2	$260K	Buy	4,453 +156	+4%	+$9.21K	0.01%	1133
2025 Q1	$258K	Buy	4,297 +459	+12%	+$28.3K	0.01%	999
2024 Q4	$226K	Sell	3,838 -423	-10%	-$27K	0.01%	946
2024 Q3	$303K	Buy	4,261 +175	+4%	+$11.2K	0.01%	776
2024 Q2	$269K	Buy	+4,086	New	+$278K	0.01%	778

Other funds holding RIO

CAI

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

CAM

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

CFB

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

OHIS

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

CFM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Concurrent Investment Advisors's RIO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Rio Tinto (RIO) stake by 48% in Q2 2026, buying an estimated $354K and bringing the position to 10,789 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #995.

Concurrent Investment Advisors first reported a position in RIO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q4 2025. 335 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Concurrent Investment Advisors held 10,789 shares of Rio Tinto worth $1.02M as of Q2 2026.
Concurrent Investment Advisors bought 3,491 Rio Tinto shares in Q2 2026, an estimated $354K.
Rio Tinto made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #995 holding.
Concurrent Investment Advisors first reported a position in Rio Tinto in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Rio Tinto position peaked at $1.51M in Q4 2025.
335 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.