LFG Wealth Partners
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LFG Wealth Partners’s Rio Tinto RIO Stock Holding History

LFG Wealth Partners’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 		$2.22M Buy
23,546
+1,393
+6% +$135K 0.92% 35
2026
Q2 		$2.1M Buy
22,153
+3,316
+18% +$336K 0.99% 32
2026
Q1 		$1.76M Sell
18,837
-11,894
-39% -$1.08M 1.06% 30
2025
Q4 		$2.46M Buy
+30,731
New +$2.21M 1.57% 20

Other funds holding RIO

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
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
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

LFG Wealth Partners's RIO Position: Q3 2026 in Review

LFG Wealth Partners increased its Rio Tinto (RIO) stake by 6.3% in Q3 2026, buying an estimated $135K and bringing the position to 23,546 shares worth $2.22M. The position accounts for 0.92% of the portfolio, ranked #35.

LFG Wealth Partners first reported a position in RIO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.46M in Q4 2025. 437 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • LFG Wealth Partners held 23,546 shares of Rio Tinto worth $2.22M as of Q3 2026.
  • LFG Wealth Partners bought 1,393 Rio Tinto shares in Q3 2026, an estimated $135K.
  • Rio Tinto made up 0.92% of LFG Wealth Partners's portfolio in Q3 2026, its #35 holding.
  • LFG Wealth Partners first reported a position in Rio Tinto in Q4 2025 and has held it in 4 quarters since.
  • LFG Wealth Partners's Rio Tinto position peaked at $2.46M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.