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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 $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
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.