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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
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

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BB
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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Steph & Co's RIO Position: Q2 2026 in Review

Steph & Co increased its Rio Tinto (RIO) stake by 15% in Q2 2026, buying an estimated $55.1K and bringing the position to 4,145 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #72.

Steph & Co first reported a position in RIO in Q3 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Steph & Co held 4,145 shares of Rio Tinto worth $393K as of Q2 2026.
  • Steph & Co bought 543 Rio Tinto shares in Q2 2026, an estimated $55.1K.
  • Rio Tinto made up 0.1% of Steph & Co's portfolio in Q2 2026, its #72 holding.
  • Steph & Co first reported a position in Rio Tinto in Q3 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.