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 Q3	$662K	Buy	7,027 +14	+0.2%	+$1.36K	0.16%	115
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

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

LongView Wealth Management's RIO Position: Q3 2026 in Review

LongView Wealth Management increased its Rio Tinto (RIO) stake by 0.2% in Q3 2026, buying an estimated $1.36K and bringing the position to 7,027 shares worth $662K. The position accounts for 0.16% of the portfolio, ranked #115.

LongView Wealth Management first reported a position in RIO in Q4 2023 and has held it in 12 quarters since. The position peaked at $742K in Q4 2023. 267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

LongView Wealth Management held 7,027 shares of Rio Tinto worth $662K as of Q3 2026.
LongView Wealth Management bought 14 Rio Tinto shares in Q3 2026, an estimated $1.36K.
Rio Tinto made up 0.16% of LongView Wealth Management's portfolio in Q3 2026, its #115 holding.
LongView Wealth Management first reported a position in Rio Tinto in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Rio Tinto position peaked at $742K in Q4 2023.
267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.