Sigma Planning Corp
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Sigma Planning Corp’s Rio Tinto RIO Stock Holding History

Sigma Planning Corp’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 		$1.6M Sell
16,940
-137
-0.8% -$13.3K 0.04% 419
2026
Q2 		$1.62M Buy
17,077
+246
+1% +$24.9K 0.04% 427
2026
Q1 		$1.57M Buy
16,831
+14,193
+538% +$1.29M 0.04% 407
2025
Q4 		$211K Buy
+2,638
New +$190K 0.01% 1202
2024
Q2 		– Sell
-3,357
Closed -$214K – 1256
2024
Q1 		$214K Buy
3,357
+605
+22% +$40.5K 0.01% 1112
2023
Q4 		$205K Sell
2,752
-3,636
-57% -$244K 0.02% 774
2023
Q3 		$407K Sell
6,388
-2,888
-31% -$184K 0.02% 797
2023
Q2 		$592K Sell
9,276
-15,094
-62% -$970K 0.02% 662
2023
Q1 		$1.67M Sell
24,370
-2,066
-8% -$150K 0.06% 349
2022
Q4 		$1.88M Buy
26,436
+678
+3% +$42.6K 0.07% 291
2022
Q3 		$1.42M Buy
25,758
+1,372
+6% +$79.1K 0.05% 342
2022
Q2 		$1.49M Buy
24,386
+2,188
+10% +$157K 0.05% 339
2022
Q1 		$1.78M Buy
22,198
+11,817
+114% +$897K 0.05% 344
2021
Q4 		$695K Sell
10,381
-193
-2% -$12.5K 0.02% 692
2021
Q3 		$707K Buy
10,574
+2,710
+34% +$211K 0.02% 675
2021
Q2 		$660K Buy
7,864
+1,946
+33% +$167K 0.02% 717
2021
Q1 		$460K Buy
5,918
+1,888
+47% +$155K 0.01% 795
2020
Q4 		$303K Buy
4,030
+35
+0.9% +$2.3K 0.01% 898
2020
Q3 		$241K Buy
+3,995
New +$245K 0.01% 885
2018
Q4 		– Sell
-8,692
Closed -$444K – 952
2018
Q3 		$444K Sell
8,692
-2,533
-23% -$129K 0.03% 523
2018
Q2 		$623K Buy
11,225
+1,556
+16% +$87.1K 0.04% 395
2018
Q1 		$498K Buy
9,669
+3,172
+49% +$173K 0.04% 442
2017
Q4 		$344K Buy
6,497
+141
+2% +$6.88K 0.03% 550
2017
Q3 		$300K Buy
6,356
+235
+4% +$10.9K 0.02% 607
2017
Q2 		$259K Sell
6,121
-804
-12% -$32.2K 0.02% 616
2017
Q1 		$282K Buy
6,925
+575
+9% +$24.4K 0.03% 594
2016
Q4 		$244K Sell
6,350
-762
-11% -$27.9K 0.03% 579
2016
Q3 		$238K Sell
7,112
-510
-7% -$16.3K 0.03% 592
2016
Q2 		$239K Buy
+7,622
New +$228K 0.03% 557

Other funds holding RIO

Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Sigma Planning Corp's RIO Position: Q3 2026 in Review

Sigma Planning Corp reduced its Rio Tinto (RIO) stake by 0.8% in Q3 2026, selling an estimated $13.3K and leaving 16,940 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #419.

Sigma Planning Corp first reported a position in RIO in Q2 2016 and has held it in 29 quarters since. The position peaked at $1.88M in Q4 2022. 267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Sigma Planning Corp held 16,940 shares of Rio Tinto worth $1.6M as of Q3 2026.
  • Sigma Planning Corp sold 137 Rio Tinto shares in Q3 2026, an estimated $13.3K.
  • Rio Tinto made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #419 holding.
  • Sigma Planning Corp first reported a position in Rio Tinto in Q2 2016 and has held it in 29 quarters since.
  • Sigma Planning Corp's Rio Tinto position peaked at $1.88M in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.