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 Q3	$1.69M	Buy	17,995 +214	+1%	+$20.8K	0.03%	441
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

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Perigon Wealth Management's RIO Position: Q3 2026 in Review

Perigon Wealth Management increased its Rio Tinto (RIO) stake by 1.2% in Q3 2026, buying an estimated $20.8K and bringing the position to 17,995 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #441.

Perigon Wealth Management first reported a position in RIO in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.47M in Q1 2022. 267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Perigon Wealth Management held 17,995 shares of Rio Tinto worth $1.69M as of Q3 2026.
Perigon Wealth Management bought 214 Rio Tinto shares in Q3 2026, an estimated $20.8K.
Rio Tinto made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #441 holding.
Perigon Wealth Management first reported a position in Rio Tinto in Q4 2016 and has held it in 29 quarters since.
Perigon Wealth Management's Rio Tinto position peaked at $2.47M in Q1 2022.
267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.