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Steph & Co’s Rio Tinto RIO Stock Holding History

Steph & Co’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 		$399K Buy
4,234
+89
+2% +$8.64K 0.1% 73
2026
Q2 		$393K Buy
4,145
+543
+15% +$55.1K 0.1% 72
2026
Q1 		$336K Sell
3,602
-405
-10% -$36.9K 0.1% 80
2025
Q4 		$321K Sell
4,007
-10
-0.2% -$720 0.09% 76
2025
Q3 		$265K Buy
+4,017
New +$248K 0.08% 88

Other funds holding RIO

SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Steph & Co's RIO Position: Q3 2026 in Review

Steph & Co increased its Rio Tinto (RIO) stake by 2.1% in Q3 2026, buying an estimated $8.64K and bringing the position to 4,234 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #73.

Steph & Co first reported a position in RIO in Q3 2025 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Steph & Co held 4,234 shares of Rio Tinto worth $399K as of Q3 2026.
  • Steph & Co bought 89 Rio Tinto shares in Q3 2026, an estimated $8.64K.
  • Rio Tinto made up 0.1% of Steph & Co's portfolio in Q3 2026, its #73 holding.
  • Steph & Co first reported a position in Rio Tinto in Q3 2025 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.