James T. Borello RIA
RIO icon

James T. Borello RIA’s Rio Tinto RIO Stock Holding History

James T. Borello RIA’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 		$96.5K Sell
1,025
-123
-11% -$11.9K 0.02% 175
2026
Q2 		$109K Hold
1,148
– – 0.02% 160
2026
Q1 		$107K Buy
1,148
+837
+269% +$76.3K 0.03% 146
2025
Q4 		$24.9K Buy
311
+11
+4% +$792 0.01% 250
2025
Q3 		$19.8K Hold
300
– – 0.01% 234
2025
Q2 		$17.5K Hold
300
– – 0.01% 192
2025
Q1 		$18K Buy
+300
New +$18.5K 0.01% 157

Other funds holding RIO

Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

James T. Borello RIA's RIO Position: Q3 2026 in Review

James T. Borello RIA reduced its Rio Tinto (RIO) stake by 11% in Q3 2026, selling an estimated $11.9K and leaving 1,025 shares worth $96.5K. The position accounts for 0.02% of the portfolio, ranked #175.

James T. Borello RIA first reported a position in RIO in Q1 2025 and has held it in 7 quarters since. The position peaked at $109K in Q2 2026. 267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • James T. Borello RIA held 1,025 shares of Rio Tinto worth $96.5K as of Q3 2026.
  • James T. Borello RIA sold 123 Rio Tinto shares in Q3 2026, an estimated $11.9K.
  • Rio Tinto made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #175 holding.
  • James T. Borello RIA first reported a position in Rio Tinto in Q1 2025 and has held it in 7 quarters since.
  • James T. Borello RIA's Rio Tinto position peaked at $109K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.