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Callan Capital’s Rio Tinto RIO Stock Holding History

Callan Capital’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 		$318K Buy
5,300
+607
+13% +$37.4K 0.02% 270
2024
Q4 		$276K Sell
4,693
-408
-8% -$26.1K 0.02% 268
2024
Q3 		$363K Buy
5,101
+1,348
+36% +$86.6K 0.03% 232
2024
Q2 		$247K Buy
3,753
+584
+18% +$39.7K 0.02% 260
2024
Q1 		$202K Buy
+3,169
New +$212K 0.02% 280

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Callan Capital's RIO Position: Q1 2025 in Review

Callan Capital increased its Rio Tinto (RIO) stake by 13% in Q1 2025, buying an estimated $37.4K and bringing the position to 5,300 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #270.

Callan Capital first reported a position in RIO in Q1 2024 and has held it in 5 quarters since. The position peaked at $363K in Q3 2024. 781 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

  • Callan Capital held 5,300 shares of Rio Tinto worth $318K as of Q1 2025.
  • Callan Capital bought 607 Rio Tinto shares in Q1 2025, an estimated $37.4K.
  • Rio Tinto made up 0.02% of Callan Capital's portfolio in Q1 2025, its #270 holding.
  • Callan Capital first reported a position in Rio Tinto in Q1 2024 and has held it in 5 quarters since.
  • Callan Capital's Rio Tinto position peaked at $363K in Q3 2024.
  • 781 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.