Fiduciary Alliance
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Fiduciary Alliance’s Rio Tinto RIO Stock Holding History

Fiduciary Alliance’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 		$327K Sell
3,474
-205
-6% -$19.9K 0.02% 391
2026
Q2 		$349K Sell
3,679
-45
-1% -$4.56K 0.02% 413
2026
Q1 		$367K Buy
3,724
+1,165
+46% +$106K 0.02% 414
2025
Q4 		$205K Buy
+2,559
New +$184K 0.01% 490

Other funds holding RIO

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance's RIO Position: Q3 2026 in Review

Fiduciary Alliance reduced its Rio Tinto (RIO) stake by 5.6% in Q3 2026, selling an estimated $19.9K and leaving 3,474 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #391.

Fiduciary Alliance first reported a position in RIO in Q4 2025 and has held it in 4 quarters since. The position peaked at $367K in Q1 2026. 341 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Fiduciary Alliance held 3,474 shares of Rio Tinto worth $327K as of Q3 2026.
  • Fiduciary Alliance sold 205 Rio Tinto shares in Q3 2026, an estimated $19.9K.
  • Rio Tinto made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #391 holding.
  • Fiduciary Alliance first reported a position in Rio Tinto in Q4 2025 and has held it in 4 quarters since.
  • Fiduciary Alliance's Rio Tinto position peaked at $367K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.