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Monarch Capital Management’s Rio Tinto RIO Stock Holding History

Monarch Capital 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
Q2 		$727K Buy
7,662
+4,225
+123% +$428K 0.17% 90
2026
Q1 		$326K Buy
+3,437
New +$313K 0.08% 112

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

Monarch Capital Management's RIO Position: Q2 2026 in Review

Monarch Capital Management increased its Rio Tinto (RIO) stake by 123% in Q2 2026, buying an estimated $428K and bringing the position to 7,662 shares worth $727K. The position accounts for 0.17% of the portfolio, ranked #90.

Monarch Capital Management first reported a position in RIO in Q1 2026 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Monarch Capital Management held 7,662 shares of Rio Tinto worth $727K as of Q2 2026.
  • Monarch Capital Management bought 4,225 Rio Tinto shares in Q2 2026, an estimated $428K.
  • Rio Tinto made up 0.17% of Monarch Capital Management's portfolio in Q2 2026, its #90 holding.
  • Monarch Capital Management first reported a position in Rio Tinto in Q1 2026 and has held it in 2 quarters since.
  • 405 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.