Position in RIO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,090,928
-$227,888 QoQ
Shares Held
22,026
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#63
of 358 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Derivatives in RIO
reported options exposure · as of Dec 31, 2025CallValue
$40,015
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $8,632,263 across 9 Other Industrial Metals & Mining names. RIO ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
55,237 | $4,601,794 | |
| 2 | RIO |
Rio Tinto PLC
This page
|
22,026 | $2,090,928 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
24,346 | $525,386 | |
| 4 | VALE |
Vale S.A.
|
34,228 | $514,789 | |
| 5 | MTRN |
MATERION Corp
|
1,025 | $304,824 | |
| 6 | MP |
MP Materials Corp. / DE
|
3,921 | $219,615 | |
| 7 | SBMT |
Silver Bow Mining Corp.
|
27,692 | $187,197 | |
| 8 | ALOY |
Realloys Inc.
|
10,000 | $144,500 |
All Filings in RIO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,928 | 22,026 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,318,816 | 24,856 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,722,885 | 21,528 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $40,015 | 500 | Call | Sole | 2026-02-03 | |
| 2025-09-30 | $1,282,904 | 19,435 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $865,617 | 14,840 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $546,127 | 9,090 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $613,153 | 10,426 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $683,943 | 9,610 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $640,641 | 9,717 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $604,765 | 9,488 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,888,380 | 25,361 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $535,276 | 8,411 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $548,002 | 8,584 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $538,372 | 7,848 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $508,225 | 7,138 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $350,401 | 6,364 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $426,512 | 6,992 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $522,680 | 6,501 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $327,872 | 4,898 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $343,613 | 4,096 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $266,339 | 3,430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $251,385 | 3,342 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $209,855 | 3,475 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $212,079 | 3,775 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||