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 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

Milford Funds Auckland $6.14B AUM

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

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

LVW Advisors's RIO Position: Q2 2026 in Review

LVW Advisors increased its Rio Tinto (RIO) stake by 51% in Q2 2026, buying an estimated $165K and bringing the position to 4,833 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #248.

LVW Advisors first reported a position in RIO in Q1 2021 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

LVW Advisors held 4,833 shares of Rio Tinto worth $459K as of Q2 2026.
LVW Advisors bought 1,623 Rio Tinto shares in Q2 2026, an estimated $165K.
Rio Tinto made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #248 holding.
LVW Advisors first reported a position in Rio Tinto in Q1 2021 and has held it in 4 quarters since.
405 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.