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Legacy Wealth Asset Management’s Rio Tinto RIO Stock Holding History

Legacy Wealth Asset Management’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 		$778K Sell
8,266
-1
-0% -$97 0.17% 169
2026
Q2 		$785K Sell
8,267
-134
-2% -$13.6K 0.17% 172
2026
Q1 		$784K Sell
8,401
-13
-0.2% -$1.19K 0.19% 171
2025
Q4 		$673K Buy
8,414
+10
+0.1% +$720 0.17% 199
2025
Q3 		$555K Buy
8,404
+117
+1% +$7.24K 0.13% 240
2025
Q2 		$483K Buy
8,287
+126
+2% +$7.44K 0.12% 255
2025
Q1 		$490K Buy
8,161
+286
+4% +$17.6K 0.14% 247
2024
Q4 		$463K Sell
7,875
-204
-3% -$13K 0.13% 248
2024
Q3 		$575K Buy
8,079
+91
+1% +$5.84K 0.15% 218
2024
Q2 		$527K Buy
7,988
+154
+2% +$10.5K 0.15% 218
2024
Q1 		$499K Buy
7,834
+270
+4% +$18.1K 0.14% 233
2023
Q4 		$563K Buy
7,564
+704
+10% +$47.2K 0.18% 195
2023
Q3 		$437K Buy
6,860
+225
+3% +$14.4K 0.16% 229
2023
Q2 		$424K Buy
6,635
+75
+1% +$4.82K 0.15% 238
2023
Q1 		$450K Buy
6,560
+769
+13% +$55.8K 0.16% 220
2022
Q4 		$412K Buy
5,791
+1,145
+25% +$71.9K 0.16% 238
2022
Q3 		$256K Sell
4,646
-20,145
-81% -$1.16M 0.11% 281
2022
Q2 		$1.51M Buy
24,791
+5,341
+27% +$383K 0.61% 28
2022
Q1 		$1.56M Buy
19,450
+2,634
+16% +$200K 0.56% 35
2021
Q4 		$1.13M Buy
16,816
+9,298
+124% +$602K 0.38% 71
2021
Q3 		$502K Buy
7,518
+180
+2% +$14K 0.23% 173
2021
Q2 		$616K Buy
7,338
+11
+0.2% +$946 0.27% 140
2021
Q1 		$569K Sell
7,327
-367
-5% -$30.1K 0.26% 153
2020
Q4 		$579K Buy
+7,694
New +$505K 0.29% 141

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
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Legacy Wealth Asset Management's RIO Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Rio Tinto (RIO) stake by 0.01% in Q3 2026, selling an estimated $97 and leaving 8,266 shares worth $778K. The position accounts for 0.17% of the portfolio, ranked #169.

Legacy Wealth Asset Management first reported a position in RIO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.56M in Q1 2022. 41 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Legacy Wealth Asset Management held 8,266 shares of Rio Tinto worth $778K as of Q3 2026.
  • Legacy Wealth Asset Management sold 1 Rio Tinto share in Q3 2026, an estimated $97.
  • Rio Tinto made up 0.17% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #169 holding.
  • Legacy Wealth Asset Management first reported a position in Rio Tinto in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Rio Tinto position peaked at $1.56M in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.