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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
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

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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Optivise Advisory Services's RIO Position: Q2 2026 in Review

Optivise Advisory Services increased its Rio Tinto (RIO) stake by 1.1% in Q2 2026, buying an estimated $2.64K and bringing the position to 2,502 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #181.

Optivise Advisory Services first reported a position in RIO in Q1 2026 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Optivise Advisory Services held 2,502 shares of Rio Tinto worth $238K as of Q2 2026.
  • Optivise Advisory Services bought 26 Rio Tinto shares in Q2 2026, an estimated $2.64K.
  • Rio Tinto made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #181 holding.
  • Optivise Advisory Services first reported a position in Rio Tinto in Q1 2026 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.