Fortitude Family Office, LLC
Family OfficePosition in BAM — Brookfield Asset Management Ltd.
CIK 1950506
SCOTTSDALE, AZ
Position in BAM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,283
+$82 QoQ
Shares Held
207
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#539
of 619 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fortitude Family Office, LLC holds $2,245,401 across 40 Asset Management names. BAM ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
17,723 | $1,626,616 | |
| 2 | BLK |
BlackRock, Inc.
|
147 | $141,349 | |
| 3 | BX |
Blackstone Inc.
|
802 | $94,371 | |
| 4 | AMP |
Ameriprise Financial Inc
|
180 | $82,576 | |
| 5 | PFG |
Principal Financial Group Inc
|
248 | $26,729 | |
| 6 | CRBG |
Corebridge Financial, Inc.
|
879 | $25,165 | |
| 7 | RJF |
Raymond James Financial Inc
|
165 | $25,084 | |
| 8 | NTRS |
Northern Trust Corp
|
131 | $22,773 |
All Filings in BAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,283 | 207 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,201 | 207 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $10,844 | 207 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $11,786 | 207 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,442 | 207 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $10,029 | 207 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,217 | 207 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||