Monarch Capital Management
RIO icon

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
Q3 		$1.06M Buy
11,269
+3,607
+47% +$350K 0.24% 77
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

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Monarch Capital Management's RIO Position: Q3 2026 in Review

Monarch Capital Management increased its Rio Tinto (RIO) stake by 47% in Q3 2026, buying an estimated $350K and bringing the position to 11,269 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #77.

Monarch Capital Management first reported a position in RIO in Q1 2026 and has held it in 3 quarters since. 546 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Monarch Capital Management held 11,269 shares of Rio Tinto worth $1.06M as of Q3 2026.
  • Monarch Capital Management bought 3,607 Rio Tinto shares in Q3 2026, an estimated $350K.
  • Rio Tinto made up 0.24% of Monarch Capital Management's portfolio in Q3 2026, its #77 holding.
  • Monarch Capital Management first reported a position in Rio Tinto in Q1 2026 and has held it in 3 quarters since.
  • 546 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.