Fortitude Family Office, LLC
Family OfficePosition in JEF — Jefferies Financial Group Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in JEF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,246
+$2,107 QoQ
Shares Held
185
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#507
of 581 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fortitude Family Office, LLC holds $995,371 across 28 Capital Markets names. JEF ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
463 | $468,264 | |
| 2 | MS |
Morgan Stanley
|
674 | $140,892 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,079 | $99,559 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
678 | $59,013 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
478 | $47,933 | |
| 6 | EVR |
Evercore Inc.
|
111 | $37,899 | |
| 7 | SF |
Stifel Financial Corp
|
405 | $28,256 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
123 | $16,497 |
All Filings in JEF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,246 | 185 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,139 | 173 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,613 | 139 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,467 | 160 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,641 | 158 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||