J.W. Cole Advisors’s Rio Tinto RIO Stock Holding History

J.W. Cole 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	$465K	Buy	+4,894	New	+$496K	0.01%	1047
2026 Q1	–	Sell	-5,032	Closed	-$354K	–	1328
2025 Q4	$354K	Sell	5,032 -892	-15%	-$64.2K	0.01%	1030
2025 Q3	$391K	Sell	5,924 -152	-3%	-$9.4K	0.01%	1099
2025 Q2	$354K	Buy	6,076 +378	+7%	+$22.3K	0.01%	1061
2025 Q1	$342K	Buy	5,698 +361	+7%	+$22.2K	0.01%	901
2024 Q4	$314K	Sell	5,337 -216	-4%	-$13.8K	0.01%	768
2024 Q3	$395K	Sell	5,553 -6	-0.1%	-$385	0.02%	688
2024 Q2	$367K	Buy	5,559 +920	+20%	+$62.6K	0.02%	630
2024 Q1	$296K	Sell	4,639 -92	-2%	-$6.16K	0.02%	697
2023 Q4	$352K	Buy	4,731 +1,031	+28%	+$69.2K	0.02%	590
2023 Q3	$235K	Buy	3,700 +385	+12%	+$24.6K	0.02%	637
2023 Q2	$212K	Buy	+3,315	New	+$213K	0.02%	692
2022 Q4	–	Sell	-14,303	Closed	-$788K	–	765
2022 Q3	$788K	Sell	14,303 -7,453	-34%	-$429K	0.07%	300
2022 Q2	$1.33M	Buy	21,756 +16,935	+351%	+$1.21M	0.11%	215
2022 Q1	$388K	Buy	+4,821	New	+$366K	0.03%	538
2021 Q2	–	Sell	-2,935	Closed	-$228K	–	757
2021 Q1	$228K	Buy	+2,935	New	+$241K	0.02%	593

Other funds holding RIO

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

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

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

SWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

J.W. Cole Advisors's RIO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Rio Tinto (RIO) in Q2 2026: 4,894 shares worth $465K. The stake represents 0.01% of the portfolio and ranks #1047 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in RIO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in RIO in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.33M in Q2 2022. 335 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

J.W. Cole Advisors held 4,894 shares of Rio Tinto worth $465K as of Q2 2026.
Rio Tinto was a new J.W. Cole Advisors position in Q2 2026.
Rio Tinto made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1047 holding.
J.W. Cole Advisors first reported a position in Rio Tinto in Q1 2021 and has held it in 16 quarters since.
J.W. Cole Advisors's Rio Tinto position peaked at $1.33M in Q2 2022.
335 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.