B&D White Capital Company’s Rio Tinto RIO Stock Holding History

B&D White Capital Company’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
2025 Q1	–	Sell	-6,100	Closed	-$359K	–	72
2024 Q4	$359K	Sell	6,100 -2,700	-31%	-$172K	0.06%	53
2024 Q3	$626K	Buy	+8,800	New	+$565K	0.11%	50
2022 Q4	–	Sell	-7,100	Closed	-$390K	–	113
2022 Q3	$390K	Buy	+7,100	New	+$409K	0.15%	51
2021 Q4	–	Sell	-11,325	Closed	-$756K	–	66
2021 Q3	$756K	Buy	+11,325	New	+$884K	0.29%	52

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B&D White Capital Company's RIO Position: Q1 2025 in Review

B&D White Capital Company sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 6,100 shares — an estimated $359K sold.

B&D White Capital Company first reported a position in RIO in Q3 2021 and held it in 4 quarters. The position peaked at $756K in Q3 2021. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

B&D White Capital Company reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
B&D White Capital Company sold 6,100 Rio Tinto shares in Q1 2025, an estimated $359K.
B&D White Capital Company first reported a position in Rio Tinto in Q3 2021 and held it in 4 quarters.
B&D White Capital Company's Rio Tinto position peaked at $756K in Q3 2021.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on B&D White Capital Company's 13F filing for Q1 2025, filed 14 May 2025.