LongView Wealth Management’s Rio Tinto RIO Stock Holding History

LongView Wealth 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 Q2	$666K	Sell	7,013 -155	-2%	-$15.7K	0.17%	109
2026 Q1	$709K	Sell	7,168 -254	-3%	-$23.2K	0.18%	112
2025 Q4	$615K	Buy	7,422 +13	+0.2%	+$936	0.15%	129
2025 Q3	$489K	Sell	7,409 -6	-0.1%	-$371	0.13%	128
2025 Q2	$433K	Buy	7,415 +9	+0.1%	+$531	0.13%	133
2025 Q1	$445K	Sell	7,406 -86	-1%	-$5.29K	0.13%	128
2024 Q4	$441K	Sell	7,492 -615	-8%	-$39.3K	0.13%	127
2024 Q3	$577K	Sell	8,107 -1,059	-12%	-$68K	0.18%	98
2024 Q2	$604K	Sell	9,166 -1,091	-11%	-$74.2K	0.22%	85
2024 Q1	$654K	Sell	10,257 -211	-2%	-$14.1K	0.26%	81
2023 Q4	$742K	Buy	+10,468	New	+$702K	0.33%	69

Other funds holding RIO

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LongView Wealth Management's RIO Position: Q2 2026 in Review

LongView Wealth Management reduced its Rio Tinto (RIO) stake by 2.2% in Q2 2026, selling an estimated $15.7K and leaving 7,013 shares worth $666K. The position accounts for 0.17% of the portfolio, ranked #109.

LongView Wealth Management first reported a position in RIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $742K in Q4 2023. 151 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

LongView Wealth Management held 7,013 shares of Rio Tinto worth $666K as of Q2 2026.
LongView Wealth Management sold 155 Rio Tinto shares in Q2 2026, an estimated $15.7K.
Rio Tinto made up 0.17% of LongView Wealth Management's portfolio in Q2 2026, its #109 holding.
LongView Wealth Management first reported a position in Rio Tinto in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Rio Tinto position peaked at $742K in Q4 2023.
151 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.