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LifeSteps Financial’s Rio Tinto RIO Stock Holding History

LifeSteps Financial’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 		$6.17K Buy
+65
New +$6.59K ﹤0.01% 496
2024
Q2 		– Sell
-523
Closed -$33.3K – 330
2024
Q1 		$33.3K Buy
+523
New +$35K 0.03% 183

Other funds holding RIO

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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

LifeSteps Financial's RIO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Rio Tinto (RIO) in Q2 2026: 65 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in RIO as recently as Q1 2024.

LifeSteps Financial first reported a position in RIO in Q1 2024 and has held it in 2 quarters since. The position peaked at $33.3K in Q1 2024. 217 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • LifeSteps Financial held 65 shares of Rio Tinto worth $6.17K as of Q2 2026.
  • Rio Tinto was a new LifeSteps Financial position in Q2 2026.
  • Rio Tinto made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #496 holding.
  • LifeSteps Financial first reported a position in Rio Tinto in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Rio Tinto position peaked at $33.3K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.