Baker Ellis Asset Management’s Rio Tinto RIO Stock Holding History

Baker Ellis Asset Management’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 Q1	$541K	Sell	5,800 -2,800	-33%	-$255K	0.06%	159
2025 Q4	$688K	Buy	+8,600	New	+$619K	0.08%	139
2024 Q3	–	Sell	-3,100	Closed	-$204K	–	229
2024 Q2	$204K	Buy	+3,100	New	+$211K	0.03%	202
2024 Q1	–	Sell	-3,100	Closed	-$231K	–	221
2023 Q4	$231K	Buy	+3,100	New	+$208K	0.04%	193

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Ellis Asset Management's RIO Position: Q1 2026 in Review

Baker Ellis Asset Management reduced its Rio Tinto (RIO) stake by 33% in Q1 2026, selling an estimated $255K and leaving 5,800 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #159.

Baker Ellis Asset Management first reported a position in RIO in Q4 2023 and has held it in 4 quarters since. The position peaked at $688K in Q4 2025. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Baker Ellis Asset Management held 5,800 shares of Rio Tinto worth $541K as of Q1 2026.
Baker Ellis Asset Management sold 2,800 Rio Tinto shares in Q1 2026, an estimated $255K.
Rio Tinto made up 0.06% of Baker Ellis Asset Management's portfolio in Q1 2026, its #159 holding.
Baker Ellis Asset Management first reported a position in Rio Tinto in Q4 2023 and has held it in 4 quarters since.
Baker Ellis Asset Management's Rio Tinto position peaked at $688K in Q4 2025.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Baker Ellis Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.