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Cornerstone Wealth Management’s Rio Tinto RIO Stock Holding History

Cornerstone Wealth Management’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 		$630K Buy
6,634
+140
+2% +$14.2K 0.03% 435
2026
Q1 		$606K Hold
6,494
– – 0.03% 402
2025
Q4 		$520K Sell
6,494
-126
-2% -$9.07K 0.03% 410
2025
Q3 		$437K Buy
6,620
+174
+3% +$10.8K 0.02% 445
2025
Q2 		$376K Buy
6,446
+835
+15% +$49.3K 0.02% 453
2025
Q1 		$337K Sell
5,611
-401
-7% -$24.7K 0.02% 449
2024
Q4 		$354K Sell
6,012
-172
-3% -$11K 0.02% 430
2024
Q3 		$440K Sell
6,184
-247
-4% -$15.9K 0.03% 383
2024
Q2 		$424K Sell
6,431
-4
-0.1% -$272 0.03% 362
2024
Q1 		$410K Buy
6,435
+50
+0.8% +$3.35K 0.03% 364
2023
Q4 		$475K Sell
6,385
-199
-3% -$13.4K 0.04% 330
2023
Q3 		$419K Buy
6,584
+431
+7% +$27.5K 0.04% 346
2023
Q2 		$393K Buy
6,153
+2,740
+80% +$176K 0.04% 353
2023
Q1 		$234K Buy
+3,413
New +$248K 0.02% 416
2018
Q4 		– Sell
-136,038
Closed -$2.83M – 966
2018
Q3 		$2.83M Sell
136,038
-24,350
-15% -$1.24M 0.04% 405
2018
Q2 		$2.97M Buy
+160,388
New +$8.98M 0.03% 429

Other funds holding RIO

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
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
SW
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
BB
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cornerstone Wealth Management's RIO Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Rio Tinto (RIO) stake by 2.2% in Q2 2026, buying an estimated $14.2K and bringing the position to 6,634 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #435.

Cornerstone Wealth Management first reported a position in RIO in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.97M in Q2 2018. 312 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Cornerstone Wealth Management held 6,634 shares of Rio Tinto worth $630K as of Q2 2026.
  • Cornerstone Wealth Management bought 140 Rio Tinto shares in Q2 2026, an estimated $14.2K.
  • Rio Tinto made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Cornerstone Wealth Management first reported a position in Rio Tinto in Q2 2018 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's Rio Tinto position peaked at $2.97M in Q2 2018.
  • 312 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.