Helen Stephens Group
RIO icon

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
Q3 		$223K Hold
2,368
– – 0.04% 126
2026
Q2 		$225K Hold
2,368
– – 0.04% 125
2026
Q1 		$221K Buy
+2,368
New +$216K 0.04% 115

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Helen Stephens Group's RIO Position: Q3 2026 in Review

Helen Stephens Group held its Rio Tinto (RIO) position steady in Q3 2026 at 2,368 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #126.

Helen Stephens Group first reported a position in RIO in Q1 2026 and has held it in 3 quarters since. The position peaked at $225K in Q2 2026. 579 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Helen Stephens Group held 2,368 shares of Rio Tinto worth $223K as of Q3 2026.
  • Helen Stephens Group left its Rio Tinto share count unchanged in Q3 2026.
  • Rio Tinto made up 0.04% of Helen Stephens Group's portfolio in Q3 2026, its #126 holding.
  • Helen Stephens Group first reported a position in Rio Tinto in Q1 2026 and has held it in 3 quarters since.
  • Helen Stephens Group's Rio Tinto position peaked at $225K in Q2 2026.
  • 579 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.