Optivise Advisory Services
RIO icon

Optivise Advisory Services’s Rio Tinto RIO Stock Holding History

Optivise Advisory 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 		$233K Sell
2,476
-26
-1% -$2.52K 0.11% 197
2026
Q2 		$238K Buy
2,502
+26
+1% +$2.64K 0.12% 181
2026
Q1 		$231K Buy
+2,476
New +$226K 0.14% 165

Other funds holding RIO

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Optivise Advisory Services's RIO Position: Q3 2026 in Review

Optivise Advisory Services reduced its Rio Tinto (RIO) stake by 1% in Q3 2026, selling an estimated $2.52K and leaving 2,476 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #197.

Optivise Advisory Services first reported a position in RIO in Q1 2026 and has held it in 3 quarters since. The position peaked at $238K in Q2 2026. 311 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Optivise Advisory Services held 2,476 shares of Rio Tinto worth $233K as of Q3 2026.
  • Optivise Advisory Services sold 26 Rio Tinto shares in Q3 2026, an estimated $2.52K.
  • Rio Tinto made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #197 holding.
  • Optivise Advisory Services first reported a position in Rio Tinto in Q1 2026 and has held it in 3 quarters since.
  • Optivise Advisory Services's Rio Tinto position peaked at $238K in Q2 2026.
  • 311 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.