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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
2021
Q1 		– Sell
-2,000
Closed -$20K – 915
2020
Q4 		$20K Buy
+2,000
New +$131K ﹤0.01% 1057

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.