Position in RIO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,197,235
+$1,088,999 QoQ
Shares Held
44,214
+32.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#195
of 966 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $11,578,713 across 14 Other Industrial Metals & Mining names. RIO ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
This page
|
44,214 | $4,197,235 | |
| 2 | BHP |
BHP Group Ltd
|
31,364 | $2,612,934 | |
| 3 | MP |
MP Materials Corp. / DE
|
24,382 | $1,365,635 | |
| 4 | USAR |
USA Rare Earth, Inc.
|
58,038 | $1,252,460 | |
| 5 | VALE |
Vale S.A.
|
41,852 | $629,454 | |
| 6 | MTRN |
MATERION Corp
|
1,894 | $563,256 | |
| 7 | CMP |
Compass Minerals International Inc
|
8,447 | $262,955 | |
| 8 | UAMY |
United States Antimony Corp
|
28,273 | $205,261 |
All Filings in RIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,197,235 | 44,214 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,108,236 | 33,318 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,224,248 | 40,288 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,171,662 | 32,899 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,883,650 | 32,293 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,809,128 | 30,112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,350,047 | 39,960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,126,009 | 57,974 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,906,286 | 59,249 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,738,351 | 58,650 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,477,724 | 73,566 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,256,815 | 66,889 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,151,716 | 49,369 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,339,996 | 48,688 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,589,120 | 50,409 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,074,495 | 55,839 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,411,174 | 23,134 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,533,228 | 19,070 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $848,665 | 12,678 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $824,959 | 12,346 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $943,510 | 11,247 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $945,000 | 12,170 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,180,878 | 15,699 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $826,135 | 13,680 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $419,776 | 7,472 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $178,048 | 3,908 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||