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Valeo Financial Advisors’s Rio Tinto RIO Stock Holding History

Valeo 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
Q3 		$343K Buy
3,639
+3
+0.1% +$291 0.01% 584
2026
Q2 		$345K Buy
3,636
+416
+13% +$42.2K 0.01% 569
2026
Q1 		$300K Sell
3,220
-1,689
-34% -$154K 0.01% 543
2025
Q4 		$393K Sell
4,909
-362
-7% -$26.1K 0.01% 532
2025
Q3 		$348K Buy
5,271
+1,210
+30% +$74.8K 0.01% 563
2025
Q2 		$237K Sell
4,061
-2,342
-37% -$138K 0.01% 650
2025
Q1 		$385K Buy
6,403
+2,365
+59% +$146K 0.01% 474
2024
Q4 		$237K Sell
4,038
-1,237
-23% -$79K 0.01% 619
2024
Q3 		$375K Sell
5,275
-2,043
-28% -$131K 0.01% 476
2024
Q2 		$482K Hold
7,318
– – 0.02% 396
2024
Q1 		$499K Sell
7,318
-1,347
-16% -$90.2K 0.02% 376
2023
Q4 		$645K Buy
8,665
+578
+7% +$38.8K 0.03% 290
2023
Q3 		$515K Buy
8,087
+3,978
+97% +$254K 0.02% 325
2023
Q2 		$262K Sell
4,109
-2,066
-33% -$133K 0.01% 462
2023
Q1 		$424K Buy
6,175
+3,215
+109% +$233K 0.02% 364
2022
Q4 		$211K Buy
+2,960
New +$186K 0.01% 472
2021
Q2 		– Sell
-2,262
Closed -$176K – 1528
2021
Q1 		$176K Buy
2,262
+650
+40% +$53.3K 0.01% 474
2020
Q4 		$121K Buy
1,612
+1,369
+563% +$89.9K 0.01% 523
2020
Q3 		$15K Buy
243
+42
+21% +$2.58K ﹤0.01% 986
2020
Q2 		$11K Buy
201
+49
+32% +$2.48K ﹤0.01% 1256
2020
Q1 		$7K Buy
152
+50
+49% +$2.57K ﹤0.01% 1220
2019
Q4 		$6K Buy
102
+25
+32% +$1.36K ﹤0.01% 1246
2019
Q3 		$4K Hold
77
– – ﹤0.01% 1263
2019
Q2 		$5K Hold
77
– – ﹤0.01% 1222
2019
Q1 		$5K Sell
77
-96
-55% -$5.28K ﹤0.01% 1188
2018
Q4 		$8K Hold
173
– – ﹤0.01% 952
2018
Q3 		$8K Buy
173
+22
+15% +$1.12K ﹤0.01% 1049
2018
Q2 		$7K Sell
151
-309
-67% -$17.3K ﹤0.01% 1049
2018
Q1 		$24K Buy
460
+82
+22% +$4.47K ﹤0.01% 665
2017
Q4 		$20K Sell
378
-27
-7% -$1.32K ﹤0.01% 669
2017
Q3 		$19K Buy
+405
New +$18.8K ﹤0.01% 564

Other funds holding RIO

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Valeo Financial Advisors's RIO Position: Q3 2026 in Review

Valeo Financial Advisors increased its Rio Tinto (RIO) stake by 0.08% in Q3 2026, buying an estimated $291 and bringing the position to 3,639 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #584.

Valeo Financial Advisors first reported a position in RIO in Q3 2017 and has held it in 31 quarters since. The position peaked at $645K in Q4 2023. 46 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Valeo Financial Advisors held 3,639 shares of Rio Tinto worth $343K as of Q3 2026.
  • Valeo Financial Advisors bought 3 Rio Tinto shares in Q3 2026, an estimated $291.
  • Rio Tinto made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #584 holding.
  • Valeo Financial Advisors first reported a position in Rio Tinto in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Rio Tinto position peaked at $645K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.