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Pinnacle Wealth Planning Services’s Rio Tinto RIO Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$284K Buy
3,040
+466
+18% +$42.5K 0.03% 355
2025
Q4 		$206K Buy
+2,574
New +$185K 0.02% 454
2024
Q4 		– Sell
-6,836
Closed -$487K – 528
2024
Q3 		$487K Buy
6,836
+38
+0.6% +$2.44K 0.07% 197
2024
Q2 		$448K Sell
6,798
-102
-1% -$6.94K 0.06% 202
2024
Q1 		$440K Sell
6,900
-826
-11% -$55.3K 0.06% 212
2023
Q4 		$575K Sell
7,726
-1,948
-20% -$131K 0.09% 153
2023
Q3 		$616K Buy
9,674
+172
+2% +$11K 0.1% 130
2023
Q2 		$607K Buy
9,502
+970
+11% +$62.4K 0.1% 138
2023
Q1 		$585K Sell
8,532
-31
-0.4% -$2.25K 0.1% 151
2022
Q4 		$610K Buy
8,563
+693
+9% +$43.5K 0.11% 131
2022
Q3 		$433K Buy
7,870
+3,882
+97% +$224K 0.08% 163
2022
Q2 		$243K Sell
3,988
-623
-14% -$44.6K 0.04% 292
2022
Q1 		$371K Buy
4,611
+536
+13% +$40.7K 0.07% 225
2021
Q4 		$273K Buy
4,075
+617
+18% +$39.9K 0.05% 280
2021
Q3 		$231K Sell
3,458
-41
-1% -$3.2K 0.05% 297
2021
Q2 		$294K Buy
3,499
+21
+0.6% +$1.8K 0.07% 235
2021
Q1 		$270K Buy
3,478
+30
+0.9% +$2.46K 0.07% 235
2020
Q4 		$259K Hold
3,448
– – 0.06% 229
2020
Q3 		$208K Buy
+3,448
New +$211K 0.07% 227

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's RIO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Rio Tinto (RIO) stake by 18% in Q1 2026, buying an estimated $42.5K and bringing the position to 3,040 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #355.

Pinnacle Wealth Planning Services first reported a position in RIO in Q3 2020 and has held it in 19 quarters since. The position peaked at $616K in Q3 2023. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,040 shares of Rio Tinto worth $284K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 466 Rio Tinto shares in Q1 2026, an estimated $42.5K.
  • Rio Tinto made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #355 holding.
  • Pinnacle Wealth Planning Services first reported a position in Rio Tinto in Q3 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Rio Tinto position peaked at $616K in Q3 2023.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.