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Sequoia Financial Advisors’s Rio Tinto RIO Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-500
Closed -$2.02K – 2045
2025
Q4 		$2.02K Buy
+500
New +$36K ﹤0.01% 1922

Other funds holding RIO

MF
Milford Funds Auckland $6.14B AUM
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 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

Sequoia Financial Advisors's RIO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Rio Tinto (RIO) stake by 11% in Q2 2026, selling an estimated $287K and leaving 22,026 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #627.

Sequoia Financial Advisors first reported a position in RIO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.32M in Q1 2026. 405 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Sequoia Financial Advisors held 22,026 shares of Rio Tinto worth $2.09M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,830 Rio Tinto shares in Q2 2026, an estimated $287K.
  • Rio Tinto made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #627 holding.
  • Sequoia Financial Advisors first reported a position in Rio Tinto in Q2 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's Rio Tinto position peaked at $2.32M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.