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Kohmann Bosshard Financial Services’s Rio Tinto RIO Stock Holding History

Kohmann Bosshard Financial 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
Q2 		$207K Hold
2,177
– – 0.02% 218
2026
Q1 		$203K Hold
2,177
– – 0.02% 201
2025
Q4 		$174K Buy
+2,177
New +$157K 0.02% 306
2025
Q1 		– Sell
-1,375
Closed -$80.9K – 668
2024
Q4 		$80.9K Buy
+1,375
New +$87.8K 0.01% 279

Other funds holding RIO

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
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
SW
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
BB
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kohmann Bosshard Financial Services's RIO Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Rio Tinto (RIO) position steady in Q2 2026 at 2,177 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #218.

Kohmann Bosshard Financial Services first reported a position in RIO in Q4 2024 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Kohmann Bosshard Financial Services held 2,177 shares of Rio Tinto worth $207K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Rio Tinto share count unchanged in Q2 2026.
  • Rio Tinto made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #218 holding.
  • Kohmann Bosshard Financial Services first reported a position in Rio Tinto in Q4 2024 and has held it in 4 quarters since.
  • 309 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.