Triangle Securities Wealth Management’s Rio Tinto RIO Stock Holding History

Triangle Securities Wealth Management’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	$583K	Sell	6,144 -123	-2%	-$12.5K	0.12%	154
2026 Q1	$585K	Sell	6,267 -52	-0.8%	-$4.74K	0.13%	149
2025 Q4	$506K	Hold	6,319	–	–	0.11%	158
2025 Q3	$417K	Sell	6,319 -206	-3%	-$12.7K	0.09%	167
2025 Q2	$381K	Sell	6,525 -808	-11%	-$47.7K	0.09%	171
2025 Q1	$441K	Sell	7,333 -1,751	-19%	-$108K	0.11%	159
2024 Q4	$534K	Sell	9,084 -1,170	-11%	-$74.7K	0.14%	145
2024 Q3	$730K	Sell	10,254 -139	-1%	-$8.93K	0.19%	128
2024 Q2	$685K	Sell	10,393 -303	-3%	-$20.6K	0.19%	128
2024 Q1	$682K	Hold	10,696	–	–	0.19%	126
2023 Q4	$796K	Hold	10,696	–	–	0.25%	112
2023 Q3	$681K	Buy	10,696 +251	+2%	+$16K	0.24%	111
2023 Q2	$667K	Sell	10,445 -386	-4%	-$24.8K	0.23%	117
2023 Q1	$743K	Buy	10,831 +763	+8%	+$55.4K	0.27%	109
2022 Q4	$717K	Buy	10,068 +320	+3%	+$20.1K	0.26%	110
2022 Q3	$537K	Buy	9,748 +2,865	+42%	+$165K	0.22%	121
2022 Q2	$420K	Buy	+6,883	New	+$493K	0.16%	138
2013 Q3	–	Sell	-1,900	Closed	-$78K	–	322
2013 Q2	$78K	Buy	+1,900	New	+$84.8K	0.06%	197

Other funds holding RIO

CAM

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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

Triangle Securities Wealth Management's RIO Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Rio Tinto (RIO) stake by 2% in Q2 2026, selling an estimated $12.5K and leaving 6,144 shares worth $583K. The position accounts for 0.12% of the portfolio, ranked #154.

Triangle Securities Wealth Management first reported a position in RIO in Q2 2013 and has held it in 18 quarters since. The position peaked at $796K in Q4 2023. 151 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Triangle Securities Wealth Management held 6,144 shares of Rio Tinto worth $583K as of Q2 2026.
Triangle Securities Wealth Management sold 123 Rio Tinto shares in Q2 2026, an estimated $12.5K.
Rio Tinto made up 0.12% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #154 holding.
Triangle Securities Wealth Management first reported a position in Rio Tinto in Q2 2013 and has held it in 18 quarters since.
Triangle Securities Wealth Management's Rio Tinto position peaked at $796K in Q4 2023.
151 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.