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RFG Advisory’s Rio Tinto RIO Stock Holding History

RFG Advisory’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 		$2.04M Sell
21,538
-2,021
-9% -$205K 0.03% 363
2026
Q1 		$2.2M Buy
23,559
+2,698
+13% +$246K 0.04% 321
2025
Q4 		$1.67M Buy
20,861
+8,876
+74% +$639K 0.03% 381
2025
Q3 		$791K Sell
11,985
-5,661
-32% -$350K 0.02% 537
2025
Q2 		$1.03M Buy
17,646
+3,822
+28% +$226K 0.02% 438
2025
Q1 		$831K Buy
+13,824
New +$851K 0.02% 446

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

RFG Advisory's RIO Position: Q2 2026 in Review

RFG Advisory reduced its Rio Tinto (RIO) stake by 8.6% in Q2 2026, selling an estimated $205K and leaving 21,538 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #363.

RFG Advisory first reported a position in RIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.2M in Q1 2026. 286 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • RFG Advisory held 21,538 shares of Rio Tinto worth $2.04M as of Q2 2026.
  • RFG Advisory sold 2,021 Rio Tinto shares in Q2 2026, an estimated $205K.
  • Rio Tinto made up 0.03% of RFG Advisory's portfolio in Q2 2026, its #363 holding.
  • RFG Advisory first reported a position in Rio Tinto in Q1 2025 and has held it in 6 quarters since.
  • RFG Advisory's Rio Tinto position peaked at $2.2M in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.