Fiduciary Financial Group’s Rio Tinto RIO Stock Holding History

Fiduciary Financial Group’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 Q2	$454K	Sell	4,778 -169	-3%	-$17.1K	0.05%	217
2026 Q1	$462K	Sell	4,947 -62	-1%	-$5.65K	0.06%	189
2025 Q4	$401K	Buy	5,009 +117	+2%	+$8.42K	0.06%	210
2025 Q3	$323K	Buy	4,892 +62	+1%	+$3.83K	0.05%	237
2025 Q2	$282K	Buy	4,830 +66	+1%	+$3.9K	0.05%	240
2025 Q1	$261K	Sell	4,764 -461	-9%	-$28.4K	0.06%	219
2024 Q4	$307K	Buy	5,225 +280	+6%	+$17.9K	0.07%	186
2024 Q3	$330K	Buy	4,945 +178	+4%	+$11.4K	0.08%	187
2024 Q2	$316K	Buy	+4,767	New	+$324K	0.08%	182

Other funds holding RIO

Milford Funds Auckland $6.14B AUM

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Fiduciary Financial Group's RIO Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Rio Tinto (RIO) stake by 3.4% in Q2 2026, selling an estimated $17.1K and leaving 4,778 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #217.

Fiduciary Financial Group first reported a position in RIO in Q2 2024 and has held it in 9 quarters since. The position peaked at $462K in Q1 2026. 405 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Fiduciary Financial Group held 4,778 shares of Rio Tinto worth $454K as of Q2 2026.
Fiduciary Financial Group sold 169 Rio Tinto shares in Q2 2026, an estimated $17.1K.
Rio Tinto made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #217 holding.
Fiduciary Financial Group first reported a position in Rio Tinto in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Rio Tinto position peaked at $462K in Q1 2026.
405 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.