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CX Institutional’s Rio Tinto RIO Stock Holding History

CX Institutional’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 		– Sell
-69
Closed -$7K – 1724
2026
Q2 		$7K Buy
69
+49
+245% +$4.97K ﹤0.01% 1343
2026
Q1 		$2K Buy
20
+12
+150% +$1.09K ﹤0.01% 1466
2025
Q4 		$1K Sell
8
-12
-60% -$864 ﹤0.01% 1486
2025
Q3 		$1K Hold
20
– – ﹤0.01% 1361
2025
Q2 		$1K Hold
20
– – ﹤0.01% 1198
2025
Q1 		$1K Buy
+20
New +$1.23K ﹤0.01% 1189
2022
Q3 		– Sell
-400
Closed -$24K – 992
2022
Q2 		$24K Buy
+400
New +$28.7K ﹤0.01% 809

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
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
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

CX Institutional's RIO Position: Q3 2026 in Review

CX Institutional sold out of Rio Tinto (RIO) in Q3 2026, closing a stake of 69 shares — an estimated $7K sold.

CX Institutional first reported a position in RIO in Q2 2022 and held it in 7 quarters. The position peaked at $24K in Q2 2022. 38 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • CX Institutional reported no remaining Rio Tinto position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 69 Rio Tinto shares in Q3 2026, an estimated $7K.
  • CX Institutional first reported a position in Rio Tinto in Q2 2022 and held it in 7 quarters.
  • CX Institutional's Rio Tinto position peaked at $24K in Q2 2022.
  • 38 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.