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Elevation Wealth Partners’s Rio Tinto RIO Stock Holding History

Elevation Wealth Partners’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
-122
Closed -$11.6K – 1398
2026
Q2 		$11.6K Buy
+122
New +$12.4K ﹤0.01% 769

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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Elevation Wealth Partners's RIO Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Rio Tinto (RIO) in Q3 2026, closing a stake of 122 shares — an estimated $11.6K sold.

Elevation Wealth Partners first reported a position in RIO in Q2 2026 and held it in 1 quarter. The position peaked at $11.6K in Q2 2026. 41 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Rio Tinto position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 122 Rio Tinto shares in Q3 2026, an estimated $11.6K.
  • Elevation Wealth Partners first reported a position in Rio Tinto in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's Rio Tinto position peaked at $11.6K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.