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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Juncture Wealth Strategies's RIO Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Rio Tinto (RIO) stake by 7% in Q2 2026, selling an estimated $63.6K and leaving 8,278 shares worth $786K. The position accounts for 0.2% of the portfolio, ranked #79.

Juncture Wealth Strategies first reported a position in RIO in Q1 2019 and has held it in 26 quarters since. The position peaked at $831K in Q1 2026. 495 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Juncture Wealth Strategies held 8,278 shares of Rio Tinto worth $786K as of Q2 2026.
  • Juncture Wealth Strategies sold 627 Rio Tinto shares in Q2 2026, an estimated $63.6K.
  • Rio Tinto made up 0.2% of Juncture Wealth Strategies's portfolio in Q2 2026, its #79 holding.
  • Juncture Wealth Strategies first reported a position in Rio Tinto in Q1 2019 and has held it in 26 quarters since.
  • Juncture Wealth Strategies's Rio Tinto position peaked at $831K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.