CoreCap Advisors’s Rio Tinto RIO Stock Holding History

CoreCap 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 Q3	$24.5K	Sell	260 -5	-2%	-$485	﹤0.01%	1715
2026 Q2	$25.1K	Sell	265 -131	-33%	-$13.3K	﹤0.01%	1701
2026 Q1	$37K	Buy	396 +133	+51%	+$12.1K	﹤0.01%	1436
2025 Q4	$21K	Sell	263 -33	-11%	-$2.38K	﹤0.01%	1663
2025 Q3	$19.6K	Sell	296 -17	-5%	-$1.05K	﹤0.01%	1680
2025 Q2	$18.3K	Buy	313 +1	+0.3%	+$59	﹤0.01%	1649
2025 Q1	$18.7K	Sell	312 -17	-5%	-$1.05K	﹤0.01%	1562
2024 Q4	$19.3K	Sell	329 -68	-17%	-$4.34K	﹤0.01%	1550
2024 Q3	$28.2K	Buy	+397	New	+$25.5K	﹤0.01%	1421
2024 Q2	–	Sell	-529	Closed	-$33.7K	–	2368
2024 Q1	$33.7K	Buy	+529	New	+$35.4K	﹤0.01%	1268
2022 Q3	–	Sell	-46	Closed	-$3K	–	1741
2022 Q2	$3K	Buy	+46	New	+$3.3K	﹤0.01%	1809

Other funds holding RIO

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

CoreCap Advisors's RIO Position: Q3 2026 in Review

CoreCap Advisors reduced its Rio Tinto (RIO) stake by 1.9% in Q3 2026, selling an estimated $485 and leaving 260 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

CoreCap Advisors first reported a position in RIO in Q2 2022 and has held it in 11 quarters since. The position peaked at $37K in Q1 2026. 267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

CoreCap Advisors held 260 shares of Rio Tinto worth $24.5K as of Q3 2026.
CoreCap Advisors sold 5 Rio Tinto shares in Q3 2026, an estimated $485.
Rio Tinto made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1715 holding.
CoreCap Advisors first reported a position in Rio Tinto in Q2 2022 and has held it in 11 quarters since.
CoreCap Advisors's Rio Tinto position peaked at $37K in Q1 2026.
267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.