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Montz Harcus Wealth Management’s Rio Tinto RIO Stock Holding History

Montz Harcus Wealth 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 		$217K Hold
2,300
– – 0.08% 92
2026
Q2 		$218K Hold
2,300
– – 0.08% 92
2026
Q1 		$215K Buy
+2,300
New +$210K 0.09% 85

Other funds holding RIO

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Montz Harcus Wealth Management's RIO Position: Q3 2026 in Review

Montz Harcus Wealth Management held its Rio Tinto (RIO) position steady in Q3 2026 at 2,300 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #92.

Montz Harcus Wealth Management first reported a position in RIO in Q1 2026 and has held it in 3 quarters since. The position peaked at $218K in Q2 2026. 51 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Montz Harcus Wealth Management held 2,300 shares of Rio Tinto worth $217K as of Q3 2026.
  • Montz Harcus Wealth Management left its Rio Tinto share count unchanged in Q3 2026.
  • Rio Tinto made up 0.08% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Montz Harcus Wealth Management first reported a position in Rio Tinto in Q1 2026 and has held it in 3 quarters since.
  • Montz Harcus Wealth Management's Rio Tinto position peaked at $218K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.