PDS Planning’s Rio Tinto RIO Stock Holding History

PDS Planning’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	$311K	Buy	3,279 +94	+3%	+$9.53K	0.02%	419
2026 Q1	$297K	Buy	3,185 +291	+10%	+$26.5K	0.02%	393
2025 Q4	$232K	Buy	+2,894	New	+$208K	0.02%	462
2023 Q3	–	Sell	-4,091	Closed	-$261K	–	356
2023 Q2	$261K	Buy	4,091 +486	+13%	+$31.2K	0.03%	242
2023 Q1	$247K	Buy	+3,605	New	+$262K	0.03%	228
2022 Q2	–	Sell	-3,026	Closed	-$243K	–	244
2022 Q1	$243K	Buy	+3,026	New	+$230K	0.04%	173

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PDS Planning's RIO Position: Q2 2026 in Review

PDS Planning increased its Rio Tinto (RIO) stake by 3% in Q2 2026, buying an estimated $9.53K and bringing the position to 3,279 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #419.

PDS Planning first reported a position in RIO in Q1 2022 and has held it in 6 quarters since. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

PDS Planning held 3,279 shares of Rio Tinto worth $311K as of Q2 2026.
PDS Planning bought 94 Rio Tinto shares in Q2 2026, an estimated $9.53K.
Rio Tinto made up 0.02% of PDS Planning's portfolio in Q2 2026, its #419 holding.
PDS Planning first reported a position in Rio Tinto in Q1 2022 and has held it in 6 quarters since.
966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.