Dynamic Advisor Solutions’s Rio Tinto RIO Stock Holding History

Dynamic Advisor Solutions’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	$3.62M	Buy	38,439 +3,007	+8%	+$292K	0.1%	209
2026 Q2	$3.36M	Buy	+35,432	New	+$3.59M	0.1%	226
2024 Q1	–	Sell	-3,975	Closed	-$289K	–	957
2023 Q4	$289K	Buy	+3,975	New	+$267K	0.01%	729
2014 Q4	–	Sell	-14,753	Closed	-$726K	–	209
2014 Q3	$726K	Buy	14,753 +2,166	+17%	+$120K	0.39%	70
2014 Q2	$683K	Sell	12,587 -943	-7%	-$51.2K	0.41%	76
2014 Q1	$755K	Buy	13,530 +1,194	+10%	+$65.1K	0.51%	65
2013 Q4	$696K	Buy	+12,336	New	+$642K	0.52%	60

Other funds holding RIO

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Dynamic Advisor Solutions's RIO Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Rio Tinto (RIO) stake by 8.5% in Q3 2026, buying an estimated $292K and bringing the position to 38,439 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #209.

Dynamic Advisor Solutions first reported a position in RIO in Q4 2013 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Dynamic Advisor Solutions held 38,439 shares of Rio Tinto worth $3.62M as of Q3 2026.
Dynamic Advisor Solutions bought 3,007 Rio Tinto shares in Q3 2026, an estimated $292K.
Rio Tinto made up 0.1% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #209 holding.
Dynamic Advisor Solutions first reported a position in Rio Tinto in Q4 2013 and has held it in 7 quarters since.
168 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.