United Capital Financial Advisors’s Rio Tinto RIO Stock Holding History

United Capital Financial Advisors’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	$808K	Buy	8,514 +947	+13%	+$96K	﹤0.01%	886
2026 Q1	$706K	Sell	7,567 -436	-5%	-$39.7K	﹤0.01%	906
2025 Q4	$641K	Buy	8,003 +2,505	+46%	+$180K	﹤0.01%	881
2025 Q3	$363K	Buy	5,498 +916	+20%	+$56.6K	﹤0.01%	961
2025 Q2	$267K	Sell	4,582 -4,580	-50%	-$270K	﹤0.01%	963
2025 Q1	$550K	Buy	9,162 +1,587	+21%	+$97.7K	﹤0.01%	722
2024 Q4	$445K	Buy	7,575 +310	+4%	+$19.8K	﹤0.01%	766
2024 Q3	$517K	Sell	7,265 -1,497	-17%	-$96.2K	﹤0.01%	716
2024 Q2	$578K	Buy	8,762 +496	+6%	+$33.8K	0.01%	669
2024 Q1	$527K	Sell	8,266 -58,744	-88%	-$3.93M	﹤0.01%	725
2023 Q4	$4.99M	Sell	67,010 -43,322	-39%	-$2.91M	0.04%	287
2023 Q3	$7.02M	Sell	110,332 -283	-0.3%	-$18.1K	0.05%	260
2023 Q2	$7.06M	Sell	110,615 -3,996	-3%	-$257K	0.04%	275
2023 Q1	$7.86M	Buy	114,611 +1,971	+2%	+$143K	0.04%	273
2022 Q4	$8.02M	Sell	112,640 -5,150	-4%	-$323K	0.05%	275
2022 Q3	$6.49M	Sell	117,790 -12,294	-9%	-$708K	0.04%	296
2022 Q2	$7.93M	Sell	130,084 -4,868	-4%	-$349K	0.04%	283
2022 Q1	$10.8M	Buy	134,952 +21,026	+18%	+$1.6M	0.05%	266
2021 Q4	$7.63M	Sell	113,926 -5,497	-5%	-$356K	0.04%	315
2021 Q3	$7.98M	Buy	+119,423	New	+$9.32M	0.04%	302
2021 Q2	–	Sell	-5,604	Closed	-$435K	–	1250
2021 Q1	$435K	Sell	5,604 -78	-1%	-$6.4K	﹤0.01%	883
2020 Q4	$427K	Buy	5,682 +2,279	+67%	+$150K	﹤0.01%	889
2020 Q3	$206K	Sell	3,403 -633	-16%	-$38.8K	﹤0.01%	1069
2020 Q2	$227K	Buy	+4,036	New	+$204K	﹤0.01%	1064
2020 Q1	–	Sell	-12,761	Closed	-$757K	–	1337
2019 Q4	$757K	Buy	12,761 +6,677	+110%	+$362K	﹤0.01%	877
2019 Q3	$317K	Sell	6,084 -23,936	-80%	-$1.3M	﹤0.01%	1062
2019 Q2	$1.87M	Buy	30,020 +10,422	+53%	+$625K	0.01%	641
2019 Q1	$1.15M	Sell	19,598 -2,247	-10%	-$124K	0.01%	738
2018 Q4	$1.06M	Buy	21,845 +180	+0.8%	+$8.78K	0.01%	702
2018 Q3	$1.1M	Buy	21,665 +1,099	+5%	+$56K	0.01%	755
2018 Q2	$1.14M	Buy	20,566 +2,213	+12%	+$124K	0.01%	732
2018 Q1	$946K	Buy	18,353 +3,688	+25%	+$201K	0.01%	785
2017 Q4	$776K	Buy	14,665 +626	+4%	+$30.6K	0.01%	849
2017 Q3	$663K	Sell	14,039 -136	-1%	-$6.32K	0.01%	888
2017 Q2	$600K	Buy	14,175 +81	+0.6%	+$3.25K	0.01%	887
2017 Q1	$573K	Sell	14,094 -311	-2%	-$13.2K	0.01%	883
2016 Q4	$554K	Buy	14,405 +5,101	+55%	+$187K	0.01%	910
2016 Q3	$311K	Buy	+9,304	New	+$296K	﹤0.01%	1066
2015 Q1	–	Sell	-4,666	Closed	-$215K	–	1267
2014 Q4	$215K	Sell	4,666 -14,334	-75%	-$676K	﹤0.01%	1082
2014 Q3	$934K	Buy	19,000 +6,790	+56%	+$375K	0.02%	617
2014 Q2	$663K	Buy	12,210 +8,311	+213%	+$451K	0.01%	641
2014 Q1	$218K	Buy	+3,899	New	+$212K	﹤0.01%	856

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

United Capital Financial Advisors's RIO Position: Q2 2026 in Review

United Capital Financial Advisors increased its Rio Tinto (RIO) stake by 13% in Q2 2026, buying an estimated $96K and bringing the position to 8,514 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

United Capital Financial Advisors first reported a position in RIO in Q1 2014 and has held it in 42 quarters since. The position peaked at $10.8M in Q1 2022. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

United Capital Financial Advisors held 8,514 shares of Rio Tinto worth $808K as of Q2 2026.
United Capital Financial Advisors bought 947 Rio Tinto shares in Q2 2026, an estimated $96K.
Rio Tinto made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #886 holding.
United Capital Financial Advisors first reported a position in Rio Tinto in Q1 2014 and has held it in 42 quarters since.
United Capital Financial Advisors's Rio Tinto position peaked at $10.8M in Q1 2022.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.