LVW Advisors
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LVW Advisors’s Rio Tinto RIO Stock Holding History

LVW Advisors’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 		$417K Sell
4,433
-400
-8% -$38.8K 0.04% 296
2026
Q2 		$459K Buy
4,833
+1,623
+51% +$165K 0.04% 248
2026
Q1 		$299K Buy
+3,210
New +$293K 0.03% 330
2021
Q3 		– Sell
-2,680
Closed -$225K – 247
2021
Q2 		$225K Buy
2,680
+11
+0.4% +$946 0.04% 208
2021
Q1 		$207K Buy
+2,669
New +$219K 0.04% 204

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 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

LVW Advisors's RIO Position: Q3 2026 in Review

LVW Advisors reduced its Rio Tinto (RIO) stake by 8.3% in Q3 2026, selling an estimated $38.8K and leaving 4,433 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #296.

LVW Advisors first reported a position in RIO in Q1 2021 and has held it in 5 quarters since. The position peaked at $459K in Q2 2026. 572 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • LVW Advisors held 4,433 shares of Rio Tinto worth $417K as of Q3 2026.
  • LVW Advisors sold 400 Rio Tinto shares in Q3 2026, an estimated $38.8K.
  • Rio Tinto made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #296 holding.
  • LVW Advisors first reported a position in Rio Tinto in Q1 2021 and has held it in 5 quarters since.
  • LVW Advisors's Rio Tinto position peaked at $459K in Q2 2026.
  • 572 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.