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Planning Strategies Inc.’s Rio Tinto RIO Stock Holding History

Planning Strategies Inc.’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 		$23.7K Buy
+250
New +$25.3K 0.01% 225

Other funds holding RIO

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Planning Strategies Inc.'s RIO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Rio Tinto (RIO) in Q2 2026: 250 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings.

340 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Planning Strategies Inc. held 250 shares of Rio Tinto worth $23.7K as of Q2 2026.
  • Rio Tinto was a new Planning Strategies Inc. position in Q2 2026.
  • Rio Tinto made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #225 holding.
  • 340 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.