Creative Planning
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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's RIO Position: Q1 2026 in Review

Creative Planning increased its Rio Tinto (RIO) stake by 10% in Q1 2026, buying an estimated $4.24M and bringing the position to 505,442 shares worth $47.2M. The position accounts for 0.03% of the portfolio, ranked #229.

Creative Planning first reported a position in RIO in Q2 2013 and has held it in 51 quarters since. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Creative Planning held 505,442 shares of Rio Tinto worth $47.2M as of Q1 2026.
  • Creative Planning bought 46,516 Rio Tinto shares in Q1 2026, an estimated $4.24M.
  • Rio Tinto made up 0.03% of Creative Planning's portfolio in Q1 2026, its #229 holding.
  • Creative Planning first reported a position in Rio Tinto in Q2 2013 and has held it in 51 quarters since.
  • 932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.