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Plan A Wealth’s Rio Tinto RIO Stock Holding History

Plan A Wealth’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 		$279K Buy
2,962
+376
+15% +$36.5K 0.1% 145
2026
Q2 		$245K Sell
2,586
-12
-0.5% -$1.22K 0.1% 155
2026
Q1 		$242K Sell
2,598
-324
-11% -$29.5K 0.12% 140
2025
Q4 		$234K Buy
+2,922
New +$210K 0.11% 143

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

Plan A Wealth's RIO Position: Q3 2026 in Review

Plan A Wealth increased its Rio Tinto (RIO) stake by 15% in Q3 2026, buying an estimated $36.5K and bringing the position to 2,962 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #145.

Plan A Wealth first reported a position in RIO in Q4 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Plan A Wealth held 2,962 shares of Rio Tinto worth $279K as of Q3 2026.
  • Plan A Wealth bought 376 Rio Tinto shares in Q3 2026, an estimated $36.5K.
  • Rio Tinto made up 0.1% of Plan A Wealth's portfolio in Q3 2026, its #145 holding.
  • Plan A Wealth first reported a position in Rio Tinto in Q4 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.