Position in RIO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$182,075
+$28,613 QoQ
Shares Held
1,918
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#725
of 963 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $197,530 across 7 Other Industrial Metals & Mining names. RIO ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
This page
|
1,918 | $182,075 | |
| 2 | BHP |
BHP Group Ltd
|
94 | $7,831 | |
| 3 | MP |
MP Materials Corp. / DE
|
130 | $7,281 | |
| 4 | CMP |
Compass Minerals International Inc
|
4 | $124 | |
| 5 | CRML |
Critical Metals Corp.
|
8 | $82 | |
| 6 | LZM |
Lifezone Metals Ltd
|
19 | $73 | |
| 7 | USAR |
USA Rare Earth, Inc.
|
3 | $64 |
All Filings in RIO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,075 | 1,918 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $153,462 | 1,645 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,695 | 521 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,991 | 318 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||