SteelPeak Wealth’s Rio Tinto RIO Stock Holding History

SteelPeak Wealth’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	$18.2M	Buy	191,237 +42	+0%	+$4.26K	0.47%	43
2026 Q1	$18.3M	Sell	191,195 -6,595	-3%	-$601K	0.56%	39
2025 Q4	$15.8M	Sell	197,790 -789	-0.4%	-$56.8K	0.52%	48
2025 Q3	$13.1M	Sell	198,579 -2,391	-1%	-$148K	0.44%	48
2025 Q2	$11.7M	Buy	200,970 +71	+0%	+$4.19K	0.45%	52
2025 Q1	$12.5M	Buy	200,899 +83	+0%	+$5.11K	0.52%	40
2024 Q4	$11.8M	Buy	+200,816	New	+$12.8M	0.48%	40
2024 Q2	–	Sell	-21,960	Closed	-$1.46M	–	595
2024 Q1	$1.46M	Sell	21,960 -165	-0.7%	-$11K	0.07%	194
2023 Q4	$1.65M	Sell	22,125 -112	-0.5%	-$7.51K	0.1%	165
2023 Q3	$1.42M	Buy	22,237 +1	+0%	+$64	0.09%	160
2023 Q2	$1.42M	Buy	22,236 +218	+1%	+$14K	0.08%	153
2023 Q1	$1.56M	Sell	22,018 -142	-0.6%	-$10.3K	0.11%	136
2022 Q4	$1.58M	Sell	22,160 -1,558	-7%	-$97.9K	0.12%	139
2022 Q3	$1.31M	Buy	23,718 +1,700	+8%	+$98K	0.1%	148
2022 Q2	$1.34M	Buy	+22,018	New	+$1.58M	0.1%	147

Other funds holding RIO

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

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

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

SteelPeak Wealth's RIO Position: Q2 2026 in Review

SteelPeak Wealth increased its Rio Tinto (RIO) stake by 0.02% in Q2 2026, buying an estimated $4.26K and bringing the position to 191,237 shares worth $18.2M. The position accounts for 0.47% of the portfolio, ranked #43.

SteelPeak Wealth first reported a position in RIO in Q2 2022 and has held it in 15 quarters since. The position peaked at $18.3M in Q1 2026. 151 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

SteelPeak Wealth held 191,237 shares of Rio Tinto worth $18.2M as of Q2 2026.
SteelPeak Wealth bought 42 Rio Tinto shares in Q2 2026, an estimated $4.26K.
Rio Tinto made up 0.47% of SteelPeak Wealth's portfolio in Q2 2026, its #43 holding.
SteelPeak Wealth first reported a position in Rio Tinto in Q2 2022 and has held it in 15 quarters since.
SteelPeak Wealth's Rio Tinto position peaked at $18.3M in Q1 2026.
151 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.