Solitude Financial Services RIO RIO TINTO PLC

Ownership history in Solitude Financial Services  ·  8 quarters on record

AI Ownership Summary

Solitude Financial Services reported RIO TINTO PLC (RIO) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.3% in 2025 Q1. The latest visible filing shows RIO at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solitude Financial Services's position in RIO TINTO PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RIO was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Solitude Financial Services held RIO — position size vs. price
% of Fund (quarterly)    RIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,100 -2,800 -40.6% 0.12% $404K 2026-04-16 $99.71
2025 Q4 REDUCED 44.4% +19.8% 6,900 -5,500 -44.4% 0.18% $552K 2026-01-15 $84.00
2025 Q3 REDUCED 12,400 -350 -2.7% 0.28% $819K 2025-11-05 $67.18
2025 Q2 ADDED 12,750 +100 +0.8% 0.27% $744K 2025-07-23 $61.37
2025 Q1 ADDED 12,650 +3,500 +38.3% 0.30% $760K 2025-05-09 $56.97
2024 Q4 ADDED 9,150 +1,750 +23.6% 0.24% $538K 2025-02-07 $56.77
2024 Q3 ADDED 7,400 +100 +1.4% 0.22% $527K 2024-10-30 $60.39
2024 Q2 INITIATED 7,300 0.22% $481K 2024-07-19 $56.80

FAQ About Solitude Financial Services and RIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Solitude Financial Services reported owning RIO?

Solitude Financial Services reported RIO across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported RIO position in Solitude Financial Services's portfolio?

The largest reported portfolio weight for RIO was 0.30% in 2025 Q1.

What is the latest reported RIO position on this page?

The most recent filing on this page is 2026 Q1, when Solitude Financial Services reported 4,100 shares, equal to 0.12% of portfolio, with an estimated market value of $404K.

What does the chart on this RIO ownership page compare?

The chart compares Solitude Financial Services's quarterly RIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Solitude Financial Services time their RIO position?

Based on 13F filing dates vs. subsequent RIO price moves, Solitude Financial Services correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on RIO relative to SPY over the holding period was +18.6%.

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