Helen Stephens Group’s Rio Tinto RIO Stock Holding History

Helen Stephens 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	$225K	Hold	2,368	–	–	0.04%	125
2026 Q1	$221K	Buy	+2,368	New	+$216K	0.04%	115

Other funds holding RIO

Milford Funds Auckland $6.14B AUM

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

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

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

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

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

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

Helen Stephens Group's RIO Position: Q2 2026 in Review

Helen Stephens Group held its Rio Tinto (RIO) position steady in Q2 2026 at 2,368 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #125.

Helen Stephens Group first reported a position in RIO in Q1 2026 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Helen Stephens Group held 2,368 shares of Rio Tinto worth $225K as of Q2 2026.
Helen Stephens Group left its Rio Tinto share count unchanged in Q2 2026.
Rio Tinto made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #125 holding.
Helen Stephens Group first reported a position in Rio Tinto in Q1 2026 and has held it in 2 quarters since.
405 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.