McCarter Private Wealth Services’s Rio Tinto RIO Stock Holding History

McCarter Private Wealth Services’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	$214K	Buy	+2,275	New	+$221K	0.07%	173

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

McCarter Private Wealth Services's RIO Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in Rio Tinto (RIO) in Q3 2026: 2,275 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #173 among its holdings.

267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

McCarter Private Wealth Services held 2,275 shares of Rio Tinto worth $214K as of Q3 2026.
Rio Tinto was a new McCarter Private Wealth Services position in Q3 2026.
Rio Tinto made up 0.07% of McCarter Private Wealth Services's portfolio in Q3 2026, its #173 holding.
267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.