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
2026 Q1	–	Sell	-55,300	Closed	-$4.43M	–	1985
2025 Q4	$4.43M	Hold	55,300	–	–	0.03%	559
2025 Q3	$3.65M	Sell	55,300 -11,400	-17%	-$705K	0.03%	605
2025 Q2	$3.89M	Buy	+66,700	New	+$3.94M	0.04%	476
2022 Q3	–	Sell	-20,000	Closed	-$1.22M	–	1797
2022 Q2	$1.22M	Hold	20,000	–	–	0.02%	812
2022 Q1	$1.61M	Buy	20,000 +10,000	+100%	+$759K	0.02%	830
2021 Q4	$670K	Hold	10,000	–	–	0.01%	1176
2021 Q3	$668K	Hold	10,000	–	–	0.01%	1145
2021 Q2	$839K	Buy	+10,000	New	+$860K	0.01%	940

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

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. 875 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.
875 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.