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Juncture Wealth Strategies’s Rio Tinto RIO Stock Holding History

Juncture Wealth Strategies’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 		$808K Buy
8,585
+307
+4% +$29.8K 0.21% 78
2026
Q2 		$786K Sell
8,278
-627
-7% -$63.6K 0.2% 79
2026
Q1 		$831K Sell
8,905
-306
-3% -$27.9K 0.28% 57
2025
Q4 		$737K Buy
9,211
+2,269
+33% +$163K 0.24% 59
2025
Q3 		$458K Buy
+6,942
New +$429K 0.15% 79
2024
Q3 		– Sell
-4,400
Closed -$290K – 127
2024
Q2 		$290K Sell
4,400
-2,100
-32% -$143K 0.12% 87
2024
Q1 		$414K Sell
6,500
-2,332
-26% -$156K 0.18% 72
2023
Q4 		$658K Sell
8,832
-1,000
-10% -$67.1K 0.3% 61
2023
Q3 		$626K Sell
9,832
-566
-5% -$36.1K 0.31% 70
2023
Q2 		$664K Buy
10,398
+1,198
+13% +$77K 0.31% 67
2023
Q1 		$631K Buy
9,200
+959
+12% +$69.6K 0.31% 63
2022
Q4 		$587K Sell
8,241
-300
-4% -$18.8K 0.28% 62
2022
Q3 		$470K Buy
8,541
+1,341
+19% +$77.3K 0.23% 72
2022
Q2 		$439K Buy
7,200
+500
+7% +$35.8K 0.22% 74
2022
Q1 		$539K Buy
6,700
+300
+5% +$22.8K 0.26% 77
2021
Q4 		$428K Buy
6,400
+2,100
+49% +$136K 0.2% 92
2021
Q3 		$287K Buy
4,300
+1,259
+41% +$98.2K 0.15% 99
2021
Q2 		$264K Buy
3,041
+341
+13% +$29.3K 0.15% 95
2021
Q1 		$210K Sell
2,700
-4,700
-64% -$385K 0.13% 97
2020
Q4 		$557K Buy
7,400
+800
+12% +$52.5K 0.35% 64
2020
Q3 		$399K Sell
6,600
-1,800
-21% -$110K 0.28% 81
2020
Q2 		$472K Buy
8,400
+2,000
+31% +$101K 0.36% 64
2020
Q1 		$292K Buy
6,400
+1,600
+33% +$82.1K 0.27% 75
2019
Q4 		$285K Sell
4,800
-200
-4% -$10.8K 0.22% 88
2019
Q3 		$260K Buy
5,000
+700
+16% +$38K 0.23% 91
2019
Q2 		$268K Buy
4,300
+500
+13% +$30K 0.22% 100
2019
Q1 		$224K Buy
+3,800
New +$209K 0.17% 107

Other funds holding RIO

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Juncture Wealth Strategies's RIO Position: Q3 2026 in Review

Juncture Wealth Strategies increased its Rio Tinto (RIO) stake by 3.7% in Q3 2026, buying an estimated $29.8K and bringing the position to 8,585 shares worth $808K. The position accounts for 0.21% of the portfolio, ranked #78.

Juncture Wealth Strategies first reported a position in RIO in Q1 2019 and has held it in 27 quarters since. The position peaked at $831K in Q1 2026. 38 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Juncture Wealth Strategies held 8,585 shares of Rio Tinto worth $808K as of Q3 2026.
  • Juncture Wealth Strategies bought 307 Rio Tinto shares in Q3 2026, an estimated $29.8K.
  • Rio Tinto made up 0.21% of Juncture Wealth Strategies's portfolio in Q3 2026, its #78 holding.
  • Juncture Wealth Strategies first reported a position in Rio Tinto in Q1 2019 and has held it in 27 quarters since.
  • Juncture Wealth Strategies's Rio Tinto position peaked at $831K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.