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LRI Investments’s Rio Tinto RIO Stock Holding History

LRI Investments’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 		$412K Buy
4,337
+497
+13% +$50.4K 0.03% 208
2026
Q1 		$358K Hold
3,840
– – 0.03% 215
2025
Q4 		$307K Buy
3,840
+12
+0.3% +$864 0.02% 226
2025
Q3 		$253K Buy
3,828
+2
+0.1% +$124 0.02% 260
2025
Q2 		$223K Hold
3,826
– – 0.02% 264
2025
Q1 		$230K Buy
3,826
+2,875
+302% +$177K 0.02% 247
2024
Q4 		$55.9K Sell
951
-3,000
-76% -$192K 0.01% 514
2024
Q3 		$239K Buy
3,951
+3,825
+3,036% +$246K 0.02% 239
2024
Q2 		$8.31K Buy
+126
New +$8.57K ﹤0.01% 793

Other funds holding RIO

MF
Milford Funds Auckland $6.14B AUM
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

LRI Investments's RIO Position: Q2 2026 in Review

LRI Investments increased its Rio Tinto (RIO) stake by 13% in Q2 2026, buying an estimated $50.4K and bringing the position to 4,337 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #208.

LRI Investments first reported a position in RIO in Q2 2024 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • LRI Investments held 4,337 shares of Rio Tinto worth $412K as of Q2 2026.
  • LRI Investments bought 497 Rio Tinto shares in Q2 2026, an estimated $50.4K.
  • Rio Tinto made up 0.03% of LRI Investments's portfolio in Q2 2026, its #208 holding.
  • LRI Investments first reported a position in Rio Tinto in Q2 2024 and has held it in 9 quarters since.
  • 403 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.