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Crumly & Associates’s Rio Tinto RIO Stock Holding History

Crumly & Associates’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 		$160K Buy
+1,704
New +$165K 0.03% 203
2025
Q2 		– Sell
-3,359
Closed -$202K – 181
2025
Q1 		$202K Buy
+3,359
New +$207K 0.06% 159

Other funds holding RIO

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Crumly & Associates's RIO Position: Q3 2026 in Review

Crumly & Associates opened a new position in Rio Tinto (RIO) in Q3 2026: 1,704 shares worth $160K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings. This is a return to the name: Crumly & Associates previously reported a position in RIO as recently as Q1 2025.

Crumly & Associates first reported a position in RIO in Q1 2025 and has held it in 2 quarters since. The position peaked at $202K in Q1 2025. 51 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Crumly & Associates held 1,704 shares of Rio Tinto worth $160K as of Q3 2026.
  • Rio Tinto was a new Crumly & Associates position in Q3 2026.
  • Rio Tinto made up 0.03% of Crumly & Associates's portfolio in Q3 2026, its #203 holding.
  • Crumly & Associates first reported a position in Rio Tinto in Q1 2025 and has held it in 2 quarters since.
  • Crumly & Associates's Rio Tinto position peaked at $202K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.