Evergreen Capital Management’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.62M | Buy |
27,601
+3,912
| +17% | +$397K | 0.05% | 293 |
|
|
2026
Q1 | $2.27M | Buy |
23,689
+214
| +0.9% | +$19.5K | 0.05% | 297 |
|
|
2025
Q4 | $1.88M | Sell |
23,475
-479
| -2% | -$34.5K | 0.04% | 320 |
|
|
2025
Q3 | $1.58M | Buy |
23,954
+8,752
| +58% | +$541K | 0.04% | 321 |
|
|
2025
Q2 | $887K | Buy |
15,202
+1,263
| +9% | +$74.6K | 0.03% | 390 |
|
|
2025
Q1 | $870K | Sell |
13,939
-2,031
| -13% | -$125K | 0.03% | 356 |
|
|
2024
Q4 | $939K | Sell |
15,970
-1,043
| -6% | -$66.6K | 0.03% | 347 |
|
|
2024
Q3 | $1.21M | Buy |
17,013
+1,498
| +10% | +$96.2K | 0.04% | 311 |
|
|
2024
Q2 | $1.02M | Buy |
15,515
+179
| +1% | +$12.2K | 0.04% | 304 |
|
|
2024
Q1 | $1.02M | Buy |
15,336
+1,274
| +9% | +$85.3K | 0.04% | 290 |
|
|
2023
Q4 | $1.05M | Buy |
14,062
+434
| +3% | +$29.1K | 0.04% | 287 |
|
|
2023
Q3 | $867K | Buy |
13,628
+2,459
| +22% | +$157K | 0.04% | 301 |
|
|
2023
Q2 | $713K | Sell |
11,169
-717
| -6% | -$46.1K | 0.03% | 322 |
|
|
2023
Q1 | $838K | Buy |
11,886
+1,376
| +13% | +$99.9K | 0.04% | 294 |
|
|
2022
Q4 | $748K | Buy |
10,510
+704
| +7% | +$44.2K | 0.04% | 307 |
|
|
2022
Q3 | $540K | Sell |
9,806
-970
| -9% | -$55.9K | 0.03% | 331 |
|
|
2022
Q2 | $657K | Buy |
10,776
+664
| +7% | +$47.6K | 0.03% | 301 |
|
|
2022
Q1 | $813K | Buy |
10,112
+2,253
| +29% | +$171K | 0.03% | 306 |
|
|
2021
Q4 | $526K | Sell |
7,859
-20,002
| -72% | -$1.29M | 0.02% | 368 |
|
|
2021
Q3 | $1.86M | Buy |
27,861
+23,669
| +565% | +$1.85M | 0.08% | 218 |
|
|
2021
Q2 | $352K | Buy |
4,192
+534
| +15% | +$45.9K | 0.02% | 385 |
|
|
2021
Q1 | $284K | Buy |
3,658
+917
| +33% | +$75.2K | 0.01% | 411 |
|
|
2020
Q4 | $206K | Buy |
+2,741
| New | +$180K | 0.01% | 414 |
|
|
2020
Q1 | – | Sell |
-5,431
| Closed | -$322K | – | 474 |
|
|
2019
Q4 | $322K | Buy |
5,431
+653
| +14% | +$35.4K | 0.03% | 333 |
|
|
2019
Q3 | $249K | Sell |
4,778
-413
| -8% | -$22.4K | 0.02% | 343 |
|
|
2019
Q2 | $324K | Buy |
5,191
+346
| +7% | +$20.7K | 0.03% | 300 |
|
|
2019
Q1 | $285K | Buy |
4,845
+365
| +8% | +$20.1K | 0.03% | 296 |
|
|
2018
Q4 | $217K | Sell |
4,480
-230
| -5% | -$11.2K | 0.02% | 332 |
|
|
2018
Q3 | $240K | Sell |
4,710
-251
| -5% | -$12.8K | 0.02% | 325 |
|
|
2018
Q2 | $275K | Buy |
4,961
+373
| +8% | +$20.9K | 0.03% | 292 |
|
|
2018
Q1 | $236K | Buy |
+4,588
| New | +$250K | 0.02% | 305 |
|
Other funds holding RIO
Evergreen Capital Management's RIO Position: Q2 2026 in Review
Evergreen Capital Management increased its Rio Tinto (RIO) stake by 17% in Q2 2026, buying an estimated $397K and bringing the position to 27,601 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #293.
Evergreen Capital Management first reported a position in RIO in Q1 2018 and has held it in 31 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.
- Evergreen Capital Management held 27,601 shares of Rio Tinto worth $2.62M as of Q2 2026.
- Evergreen Capital Management bought 3,912 Rio Tinto shares in Q2 2026, an estimated $397K.
- Rio Tinto made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #293 holding.
- Evergreen Capital Management first reported a position in Rio Tinto in Q1 2018 and has held it in 31 quarters since.
- 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.