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Annis Gardner Whiting Capital Advisors’s Rio Tinto RIO Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		– Sell
-897
Closed -$83.7K – 1049
2026
Q1 		$83.7K Buy
897
+148
+20% +$13.5K 0.01% 474
2025
Q4 		$59.9K Buy
749
+685
+1,070% +$49.3K 0.01% 496
2025
Q3 		$4.22K Sell
64
-17
-21% -$1.05K ﹤0.01% 809
2025
Q2 		$4.72K Buy
+81
New +$4.78K ﹤0.01% 860
2023
Q4 		– Sell
-5,000
Closed -$318K – 718
2023
Q3 		$318K Buy
+5,000
New +$319K 0.17% 105

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's RIO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 897 shares — an estimated $83.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in RIO in Q3 2023 and held it in 5 quarters. The position peaked at $318K in Q3 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 897 Rio Tinto shares in Q2 2026, an estimated $83.7K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Rio Tinto in Q3 2023 and held it in 5 quarters.
  • Annis Gardner Whiting Capital Advisors's Rio Tinto position peaked at $318K in Q3 2023.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.