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 Q2	$532K	Sell	5,600 -200	-3%	-$20.3K	0.06%	165
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 $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Baker Ellis Asset Management's RIO Position: Q2 2026 in Review

Baker Ellis Asset Management reduced its Rio Tinto (RIO) stake by 3.4% in Q2 2026, selling an estimated $20.3K and leaving 5,600 shares worth $532K. The position accounts for 0.06% of the portfolio, ranked #165.

Baker Ellis Asset Management first reported a position in RIO in Q4 2023 and has held it in 5 quarters since. The position peaked at $688K in Q4 2025. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Baker Ellis Asset Management held 5,600 shares of Rio Tinto worth $532K as of Q2 2026.
Baker Ellis Asset Management sold 200 Rio Tinto shares in Q2 2026, an estimated $20.3K.
Rio Tinto made up 0.06% of Baker Ellis Asset Management's portfolio in Q2 2026, its #165 holding.
Baker Ellis Asset Management first reported a position in Rio Tinto in Q4 2023 and has held it in 5 quarters since.
Baker Ellis Asset Management's Rio Tinto position peaked at $688K in Q4 2025.
966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.