Perigon Wealth Management’s Sunrun RUN Stock Holding History

Perigon Wealth Management’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$186K	Buy	23,911 +1,618	+7%	+$16K	﹤0.01%	1403
2026 Q2	$298K	Buy	+22,293	New	+$301K	﹤0.01%	1120
2022 Q4	–	Sell	-7,628	Closed	-$210K	–	710
2022 Q3	$210K	Buy	+7,628	New	+$237K	0.02%	528
2022 Q2	–	Sell	-7,542	Closed	-$229K	–	612
2022 Q1	$229K	Buy	7,542 +161	+2%	+$4.49K	0.02%	549
2021 Q4	$253K	Buy	7,381 +55	+0.8%	+$2.57K	0.02%	492
2021 Q3	$322K	Buy	7,326 +28	+0.4%	+$1.34K	0.03%	400
2021 Q2	$407K	Buy	7,298 +20	+0.3%	+$966	0.04%	348
2021 Q1	$440K	Buy	+7,278	New	+$506K	0.04%	318
2017 Q3	–	Sell	-36,425	Closed	-$259K	–	702
2017 Q2	$259K	Sell	36,425 -5,591	-13%	-$30.2K	0.06%	231
2017 Q1	$227K	Buy	+42,016	New	+$234K	0.05%	244

Other funds holding RUN

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return

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

Perigon Wealth Management increased its Sunrun (RUN) stake by 7.3% in Q3 2026, buying an estimated $16K and bringing the position to 23,911 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Perigon Wealth Management first reported a position in RUN in Q1 2017 and has held it in 10 quarters since. The position peaked at $440K in Q1 2021. 64 funds tracked by Wall St. Rank hold RUN as of Q3 2026.

Perigon Wealth Management held 23,911 shares of Sunrun worth $186K as of Q3 2026.
Perigon Wealth Management bought 1,618 Sunrun shares in Q3 2026, an estimated $16K.
Sunrun made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1403 holding.
Perigon Wealth Management first reported a position in Sunrun in Q1 2017 and has held it in 10 quarters since.
Perigon Wealth Management's Sunrun position peaked at $440K in Q1 2021.
64 funds tracked by Wall St. Rank held Sunrun as of Q3 2026.

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