Perigon Wealth Management
ROL icon

Perigon Wealth Management’s Rollins ROL Stock Holding History

Perigon Wealth Management’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$310K Buy
10,289
+5,320
+107% +$200K ﹤0.01% 1126
2026
Q2 		$207K Sell
4,969
-2,310
-32% -$118K ﹤0.01% 1355
2026
Q1 		$389K Sell
7,279
-998
-12% -$59.4K 0.01% 915
2025
Q4 		$497K Buy
8,277
+4,495
+119% +$264K 0.01% 807
2025
Q3 		$222K Buy
+3,782
New +$215K ﹤0.01% 1101

Other funds holding ROL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
S.E.E.D. Planning Group
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
North Point Portfolio Managers
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

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

Perigon Wealth Management increased its Rollins (ROL) stake by 107% in Q3 2026, buying an estimated $200K and bringing the position to 10,289 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Perigon Wealth Management first reported a position in ROL in Q3 2025 and has held it in 5 quarters since. The position peaked at $497K in Q4 2025. 141 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

  • Perigon Wealth Management held 10,289 shares of Rollins worth $310K as of Q3 2026.
  • Perigon Wealth Management bought 5,320 Rollins shares in Q3 2026, an estimated $200K.
  • Rollins made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1126 holding.
  • Perigon Wealth Management first reported a position in Rollins in Q3 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Rollins position peaked at $497K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

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