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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
Q2 		$1.69M Buy
17,781
+313
+2% +$31.7K 0.03% 447
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Perigon Wealth Management's RIO Position: Q2 2026 in Review

Perigon Wealth Management increased its Rio Tinto (RIO) stake by 1.8% in Q2 2026, buying an estimated $31.7K and bringing the position to 17,781 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #447.

Perigon Wealth Management first reported a position in RIO in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.47M in Q1 2022. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Perigon Wealth Management held 17,781 shares of Rio Tinto worth $1.69M as of Q2 2026.
  • Perigon Wealth Management bought 313 Rio Tinto shares in Q2 2026, an estimated $31.7K.
  • Rio Tinto made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Perigon Wealth Management first reported a position in Rio Tinto in Q4 2016 and has held it in 28 quarters since.
  • Perigon Wealth Management's Rio Tinto position peaked at $2.47M in Q1 2022.
  • 966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.