Perigon Wealth Management’s Rio Tinto RIO Stock Holding History

Perigon Wealth 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	$1.63M	Buy	17,468 +1,054	+6%	+$96.1K	0.03%	416
2025 Q4	$1.31M	Buy	16,414 +2,305	+16%	+$166K	0.02%	464
2025 Q3	$931K	Sell	14,109 -3,766	-21%	-$233K	0.02%	532
2025 Q2	$1.04M	Buy	17,875 +797	+5%	+$47.1K	0.02%	457
2025 Q1	$1.03M	Buy	17,078 +6,246	+58%	+$385K	0.03%	448
2024 Q4	$648K	Buy	10,832 +4,855	+81%	+$310K	0.02%	569
2024 Q3	$425K	Sell	5,977 -15,342	-72%	-$985K	0.01%	667
2024 Q2	$1.41M	Buy	21,319 +307	+1%	+$20.9K	0.04%	300
2024 Q1	$1.34M	Sell	21,012 -1,145	-5%	-$76.7K	0.04%	309
2023 Q4	$1.65M	Buy	22,157 +782	+4%	+$52.5K	0.05%	255
2023 Q3	$1.36M	Sell	21,375 -2,341	-10%	-$149K	0.06%	255
2023 Q2	$1.51M	Sell	23,716 -1,180	-5%	-$75.9K	0.06%	242
2023 Q1	$1.71M	Buy	24,896 +1,795	+8%	+$130K	0.1%	195
2022 Q4	$1.64M	Sell	23,101 -8,802	-28%	-$553K	0.1%	194
2022 Q3	$1.76M	Sell	31,903 -1,068	-3%	-$61.5K	0.15%	137
2022 Q2	$2.01M	Buy	32,971 +2,260	+7%	+$162K	0.17%	123
2022 Q1	$2.47M	Buy	30,711 +8,307	+37%	+$631K	0.17%	114
2021 Q4	$1.5M	Sell	22,404 -1,317	-6%	-$85.2K	0.11%	171
2021 Q3	$1.58M	Buy	23,721 +3,371	+17%	+$263K	0.14%	137
2021 Q2	$1.71M	Buy	20,350 +1,661	+9%	+$143K	0.15%	127
2021 Q1	$1.45M	Sell	18,689 -1,180	-6%	-$96.8K	0.15%	131
2020 Q4	$1.5M	Buy	19,869 +1,220	+7%	+$80.1K	0.17%	101
2020 Q3	$1.13M	Buy	18,649 +1,272	+7%	+$78K	0.16%	111
2020 Q2	$976K	Buy	17,377 +3,138	+22%	+$159K	0.15%	107
2020 Q1	$679K	Buy	14,239 +6,719	+89%	+$345K	0.13%	135
2019 Q4	$440K	Buy	+7,520	New	+$408K	0.09%	154
2017 Q1	–	Sell	-372	Closed	-$16K	–	687
2016 Q4	$16K	Buy	+372	New	+$13.6K	﹤0.01%	500

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

Perigon Wealth Management's RIO Position: Q1 2026 in Review

Perigon Wealth Management increased its Rio Tinto (RIO) stake by 6.4% in Q1 2026, buying an estimated $96.1K and bringing the position to 17,468 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #416.

Perigon Wealth Management first reported a position in RIO in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.47M in Q1 2022. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Perigon Wealth Management held 17,468 shares of Rio Tinto worth $1.63M as of Q1 2026.
Perigon Wealth Management bought 1,054 Rio Tinto shares in Q1 2026, an estimated $96.1K.
Rio Tinto made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #416 holding.
Perigon Wealth Management first reported a position in Rio Tinto in Q4 2016 and has held it in 27 quarters since.
Perigon Wealth Management's Rio Tinto position peaked at $2.47M in Q1 2022.
933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.