First City Capital Management’s Rio Tinto RIO Stock Holding History

First City Capital Management’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	$1.14M	Sell	12,010 -150	-1%	-$15.2K	0.55%	47
2026 Q1	$1.13M	Hold	12,160	–	–	0.6%	45
2025 Q4	$973K	Hold	12,160	–	–	0.51%	51
2025 Q3	$803K	Sell	12,160 -822	-6%	-$50.8K	0.43%	59
2025 Q2	$757K	Sell	12,982 -496	-4%	-$29.3K	0.44%	61
2025 Q1	$810K	Sell	13,478 -120	-0.9%	-$7.39K	0.49%	57
2024 Q4	$800K	Sell	13,598 -1,500	-10%	-$95.8K	0.43%	57
2024 Q3	$1.07M	Sell	15,098 -80	-0.5%	-$5.14K	0.55%	44
2024 Q2	$1M	Buy	15,178 +8,230	+118%	+$560K	0.56%	46
2024 Q1	$443K	Buy	6,948 +750	+12%	+$50.2K	0.25%	104
2023 Q4	$462K	Hold	6,198	–	–	0.27%	94
2023 Q3	$394K	Buy	6,198 +1,580	+34%	+$101K	0.25%	108
2023 Q2	$295K	Buy	+4,618	New	+$297K	0.17%	136

Other funds holding RIO

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return