Fortis Capital Advisors’s Rio Tinto RIO Stock Holding History

Fortis Capital Advisors’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	$285K	Sell	3,006 -109	-3%	-$11.1K	0.03%	337
2026 Q1	$291K	Sell	3,115 -11,927	-79%	-$1.09M	0.04%	303
2025 Q4	$1.2M	Buy	+15,042	New	+$1.08M	0.18%	98
2023 Q2	–	Sell	-1,380	Closed	-$94.7K	–	497
2023 Q1	$94.7K	Sell	1,380 -2	-0.1%	-$145	0.05%	196
2022 Q4	$98.4K	Buy	+1,382	New	+$86.8K	0.06%	219

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fortis Capital Advisors's RIO Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Rio Tinto (RIO) stake by 3.5% in Q2 2026, selling an estimated $11.1K and leaving 3,006 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #337.

Fortis Capital Advisors first reported a position in RIO in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2025. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Fortis Capital Advisors held 3,006 shares of Rio Tinto worth $285K as of Q2 2026.
Fortis Capital Advisors sold 109 Rio Tinto shares in Q2 2026, an estimated $11.1K.
Rio Tinto made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #337 holding.
Fortis Capital Advisors first reported a position in Rio Tinto in Q4 2022 and has held it in 5 quarters since.
Fortis Capital Advisors's Rio Tinto position peaked at $1.2M in Q4 2025.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.