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Cornerstone Planning Group’s Rio Tinto RIO Stock Holding History

Cornerstone Planning 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 		$29.9K Buy
324
+7
+2% +$710 ﹤0.01% 547
2026
Q1 		$31.9K Buy
317
+39
+14% +$3.56K ﹤0.01% 530
2025
Q4 		$26K Buy
278
+228
+456% +$16.4K ﹤0.01% 523
2025
Q3 		$1.05K Sell
50
-81
-62% -$5.01K ﹤0.01% 1292
2025
Q2 		$7.81K Sell
131
-15
-10% -$886 ﹤0.01% 617
2025
Q1 		$8.78K Buy
146
+29
+25% +$1.78K ﹤0.01% 607
2024
Q4 		$7.28K Sell
117
-11
-9% -$703 ﹤0.01% 498
2024
Q3 		$8.55K Sell
128
-1,092
-90% -$70.1K ﹤0.01% 447
2024
Q2 		$76.8K Buy
1,220
+1,187
+3,597% +$80.8K 0.02% 154
2024
Q1 		$2.28K Buy
+33
New +$2.21K ﹤0.01% 640
2023
Q4 		– Sell
-10
Closed -$636 – 1008
2023
Q3 		$636 Sell
10
-6
-38% -$383 ﹤0.01% 865
2023
Q2 		$1.02K Buy
+16
New +$1.03K ﹤0.01% 1346
2022
Q4 		$15.5K Buy
+200
New +$12.6K 0.01% 504

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Cornerstone Planning Group's RIO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Rio Tinto (RIO) stake by 2.2% in Q2 2026, buying an estimated $710 and bringing the position to 324 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Cornerstone Planning Group first reported a position in RIO in Q4 2022 and has held it in 13 quarters since. The position peaked at $76.8K in Q2 2024. 617 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Cornerstone Planning Group held 324 shares of Rio Tinto worth $29.9K as of Q2 2026.
  • Cornerstone Planning Group bought 7 Rio Tinto shares in Q2 2026, an estimated $710.
  • Rio Tinto made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #547 holding.
  • Cornerstone Planning Group first reported a position in Rio Tinto in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Rio Tinto position peaked at $76.8K in Q2 2024.
  • 617 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.