Spectrum Planning & Advisory Services’s Rio Tinto RIO Stock Holding History

Spectrum Planning & Advisory Services’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	$206K	Buy	+2,191	New	+$213K	0.09%	134

Other funds holding RIO

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Spectrum Planning & Advisory Services's RIO Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Rio Tinto (RIO) in Q3 2026: 2,191 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #134 among its holdings.

585 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Spectrum Planning & Advisory Services held 2,191 shares of Rio Tinto worth $206K as of Q3 2026.
Rio Tinto was a new Spectrum Planning & Advisory Services position in Q3 2026.
Rio Tinto made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #134 holding.
585 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.