Caption Management’s Rio Tinto RIO Stock Holding History

Caption 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
2025 Q4	–	Sell	-37,229	Closed	-$2.68M	–	1995
2025 Q3	$2.46M	Sell	37,229 -7,000	-16%	-$433K	0.02%	763
2025 Q2	$2.58M	Buy	+44,229	New	+$2.61M	0.03%	644
2023 Q3	–	Sell	-7,500	Closed	-$479K	–	1504
2023 Q2	$479K	Sell	7,500 -3,000	-29%	-$193K	0.01%	830
2023 Q1	$720K	Buy	+10,500	New	+$762K	0.01%	701
2022 Q3	–	Sell	-13,000	Closed	-$793K	–	1796
2022 Q2	$793K	Hold	13,000	–	–	0.01%	952
2022 Q1	$1.04M	Buy	13,000 +8,900	+217%	+$676K	0.01%	957
2021 Q4	$275K	Sell	4,100 -18,200	-82%	-$1.18M	﹤0.01%	1371
2021 Q3	$1.49M	Sell	22,300 -34,969	-61%	-$2.73M	0.02%	889
2021 Q2	$4.8M	Buy	57,269 +24,686	+76%	+$2.12M	0.06%	378
2021 Q1	$2.53M	Buy	+32,583	New	+$2.67M	0.05%	448

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

Caption Management's RIO Position: Q4 2025 in Review

Caption Management sold out of Rio Tinto (RIO) in Q4 2025, closing a stake of 37,229 shares — an estimated $2.68M sold.

Caption Management first reported a position in RIO in Q1 2021 and held it in 10 quarters. The position peaked at $4.8M in Q2 2021. 878 funds tracked by Wall St. Rank hold RIO as of Q4 2025.

Caption Management reported no remaining Rio Tinto position as of Q4 2025 after selling out during the quarter.
Caption Management sold 37,229 Rio Tinto shares in Q4 2025, an estimated $2.68M.
Caption Management first reported a position in Rio Tinto in Q1 2021 and held it in 10 quarters.
Caption Management's Rio Tinto position peaked at $4.8M in Q2 2021.
878 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.