ADVOCATE GROUP LLC RIO — RIO TINTO PLC

Ownership history in ADVOCATE GROUP LLC  ·  10 quarters on record

AI Ownership Summary

ADVOCATE GROUP LLC reported RIO TINTO PLC (RIO) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.77% in 2026 Q1. The latest visible filing shows RIO at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADVOCATE GROUP LLC's position in RIO TINTO PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RIO was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RIO stock page ADVOCATE GROUP LLC fund profile ADVOCATE GROUP LLC full holdings
How ADVOCATE GROUP LLC held RIO — position size vs. price
% of Fund (quarterly)    RIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 45,852 -6,991 -13.2% 0.65% $4.4M 2026-07-17 $90.15
2026 Q1 REDUCED — — — 52,843 -1,637 -3.0% 0.77% $4.9M 2026-04-13 $99.20
2025 Q4 REDUCED — — — 54,480 -1,743 -3.1% 0.71% $4.4M 2026-01-20 $83.35
2025 Q3 ADDED — — — 56,223 +1,704 +3.1% 0.61% $3.7M 2025-10-20 $67.36
2025 Q2 ADDED — — — 54,519 +1,795 +3.4% 0.57% $3.2M 2025-07-25 $59.93
2025 Q1 ADDED — — — 52,724 +717 +1.4% 0.58% $3.2M 2025-04-22 $56.63
2024 Q4 ADDED — — — 52,007 +6,384 +14.0% 0.58% $3.1M 2025-01-21 $56.57
2024 Q3 ADDED — — — 45,623 +6,667 +17.1% 0.59% $3.2M 2024-10-09 $60.80
2024 Q2 ADDED — — — 38,956 +11,015 +39.4% 0.52% $2.6M 2024-07-10 $60.10
2024 Q1 INITIATED — — — 27,941 — — 0.35% $1.8M 2024-04-25 $60.36

🏢 Other funds also holding RIO

As of 2026 Q2 — sorted by position size

QSM Asset Management Ltd 2.66% CIDEL ASSET MANAGEMENT INC 3Y 7Y 1.1% Davis Capital Management 3Y 1.02% Gilman Hill Asset Management, LLC 3Y 7Y 0.92% Steadtrust LLC 0.72% SHRIER WEALTH MANAGEMENT, LLC 0.64% Segment Wealth Management, LLC 3Y 7Y 0.63% Bell Bank 3Y 7Y 0.56% First City Capital Management, Inc. 3Y 7Y 0.55% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.51%

FAQ About ADVOCATE GROUP LLC and RIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADVOCATE GROUP LLC reported owning RIO?

ADVOCATE GROUP LLC reported RIO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported RIO position in ADVOCATE GROUP LLC's portfolio?

The largest reported portfolio weight for RIO was 0.77% in 2026 Q1.

What is the latest reported RIO position on this page?

The most recent filing on this page is 2026 Q2, when ADVOCATE GROUP LLC reported 45,852 shares, equal to 0.65% of portfolio, with an estimated market value of $4.4M.

What does the chart on this RIO ownership page compare?

The chart compares ADVOCATE GROUP LLC's quarterly RIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ADVOCATE GROUP LLC time their RIO position?

Based on 13F filing dates vs. subsequent RIO price moves, ADVOCATE GROUP LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on RIO relative to SPY over the holding period was -0.7%.

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