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Segment Wealth Management’s Rio Tinto RIO Stock Holding History

Segment Wealth Management’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 		$12.1M Buy
127,265
+2,878
+2% +$292K 0.63% 52
2026
Q1 		$11.6M Buy
+124,387
New +$11.3M 0.68% 50
2013
Q4 		– Sell
-18,526
Closed -$903K – 158
2013
Q3 		$903K Buy
18,526
+2,311
+14% +$108K 0.49% 61
2013
Q2 		$666K Buy
+16,215
New +$723K 0.4% 66

Other funds holding RIO

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Segment Wealth Management's RIO Position: Q2 2026 in Review

Segment Wealth Management increased its Rio Tinto (RIO) stake by 2.3% in Q2 2026, buying an estimated $292K and bringing the position to 127,265 shares worth $12.1M. The position accounts for 0.63% of the portfolio, ranked #52.

Segment Wealth Management first reported a position in RIO in Q2 2013 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Segment Wealth Management held 127,265 shares of Rio Tinto worth $12.1M as of Q2 2026.
  • Segment Wealth Management bought 2,878 Rio Tinto shares in Q2 2026, an estimated $292K.
  • Rio Tinto made up 0.63% of Segment Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Segment Wealth Management first reported a position in Rio Tinto in Q2 2013 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.