Kestra Advisory Services
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Kestra Advisory Services’s Rio Tinto RIO Stock Holding History

Kestra Advisory Services’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 		$4.44M Buy
47,150
+12,536
+36% +$1.22M 0.01% 968
2026
Q2 		$3.29M Sell
34,614
-2,636
-7% -$267K 0.01% 1064
2026
Q1 		$3.48M Buy
37,250
+41
+0.1% +$3.74K 0.01% 985
2025
Q4 		$2.98M Buy
37,209
+6,240
+20% +$449K 0.01% 996
2025
Q3 		$2.04M Buy
30,969
+9,134
+42% +$565K 0.01% 1133
2025
Q2 		$1.27M Buy
21,835
+3,636
+20% +$215K 0.01% 1337
2025
Q1 		$1.09M Sell
18,199
-6,935
-28% -$427K 0.01% 1348
2024
Q4 		$1.48M Buy
25,134
+2,653
+12% +$169K 0.01% 1173
2024
Q3 		$1.6M Buy
22,481
+7,519
+50% +$483K 0.01% 1076
2024
Q2 		$986K Buy
14,962
+804
+6% +$54.7K 0.01% 1324
2024
Q1 		$902K Sell
14,158
-3,337
-19% -$223K 0.01% 1301
2023
Q4 		$1.3M Buy
17,495
+1,396
+9% +$93.7K 0.01% 993
2023
Q3 		$1.02M Buy
16,099
+2,638
+20% +$168K 0.01% 984
2023
Q2 		$859K Buy
13,461
+2,174
+19% +$140K 0.01% 1053
2023
Q1 		$774K Sell
11,287
-4,895
-30% -$355K 0.01% 1060
2022
Q4 		$1.15M Sell
16,182
-2,533
-14% -$159K 0.01% 995
2022
Q3 		$1.03M Buy
18,715
+8,042
+75% +$463K 0.01% 960
2022
Q2 		$651K Buy
10,673
+75
+0.7% +$5.38K 0.01% 1169
2022
Q1 		$852K Buy
10,598
+3,998
+61% +$303K 0.01% 1032
2021
Q4 		$442K Buy
6,600
+166
+3% +$10.7K ﹤0.01% 1382
2021
Q3 		$430K Buy
6,434
+826
+15% +$64.4K ﹤0.01% 1467
2021
Q2 		$470K Buy
5,608
+789
+16% +$67.8K 0.01% 1312
2021
Q1 		$374K Buy
+4,819
New +$395K ﹤0.01% 1339

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Kestra Advisory Services's RIO Position: Q3 2026 in Review

Kestra Advisory Services increased its Rio Tinto (RIO) stake by 36% in Q3 2026, buying an estimated $1.22M and bringing the position to 47,150 shares worth $4.44M. The position accounts for 0.01% of the portfolio, ranked #968.

Kestra Advisory Services first reported a position in RIO in Q1 2021 and has held it in 23 quarters since. 546 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Kestra Advisory Services held 47,150 shares of Rio Tinto worth $4.44M as of Q3 2026.
  • Kestra Advisory Services bought 12,536 Rio Tinto shares in Q3 2026, an estimated $1.22M.
  • Rio Tinto made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #968 holding.
  • Kestra Advisory Services first reported a position in Rio Tinto in Q1 2021 and has held it in 23 quarters since.
  • 546 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.