Creative Planning’s Rio Tinto RIO Stock Holding History

Creative Planning’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
2023 Q1	–	Sell	-500	Closed	-$600	–	2752
2022 Q4	$600	Buy	+500	New	+$31.4K	﹤0.01%	2451

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Creative Planning's RIO Position: Q2 2026 in Review

Creative Planning increased its Rio Tinto (RIO) stake by 8.5% in Q2 2026, buying an estimated $4.34M and bringing the position to 548,276 shares worth $52M. The position accounts for 0.03% of the portfolio, ranked #235.

Creative Planning first reported a position in RIO in Q2 2013 and has held it in 52 quarters since. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Creative Planning held 548,276 shares of Rio Tinto worth $52M as of Q2 2026.
Creative Planning bought 42,834 Rio Tinto shares in Q2 2026, an estimated $4.34M.
Rio Tinto made up 0.03% of Creative Planning's portfolio in Q2 2026, its #235 holding.
Creative Planning first reported a position in Rio Tinto in Q2 2013 and has held it in 52 quarters since.
966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.