Fortitude Family Office, LLC
Family OfficePosition in PTY — Pimco Corporate & Income Opportunity Fund
CIK 1950506
SCOTTSDALE, AZ
Position in PTY
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$8,442
-$588 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTY 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.
| # | 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 PTY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,442 | 700 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $9,030 | 700 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,108 | 700 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,737 | 700 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $10,122 | 700 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,059 | 700 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||