Fortitude Family Office, LLC

Family Office

Position in SF — Stifel Financial Corp

CIK 1950506 SCOTTSDALE, AZ

Position in SF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$28,256

+$8,816 QoQ

Shares Held

405

+54.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#90

of 148 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortitude Family Office, LLC holds $995,371 across 28 Capital Markets names. SF ranks #7 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	405	$28,256
8	HLI	Houlihan Lokey, Inc.	123	$16,497

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,256	405	+54.0%	Shares	Sole	2026-07-20
2026-03-31	$19,440	263	+62.3%	Shares	Sole	2026-04-16
2025-12-31	$20,285	162	-0.6%	Shares	Sole	2026-01-15
2025-09-30	$18,495	163	0.0%	Shares	Sole	2025-10-17
2025-06-30	$16,916	163	+10.9%	Shares	Sole	2025-07-15
2025-03-31	$13,856	147	-6.4%	Shares	Sole	2025-04-16
2024-12-31	$16,654	157	0.0%	Shares	Sole	2025-01-10
2024-09-30	$14,742	157	+6.8%	Shares	Sole	2024-10-25
2024-06-30	$12,370	147	0.0%	Shares	Sole	2024-07-10
2024-03-31	$11,490	147	0.0%	Shares	Sole	2024-04-11
2023-12-31	$10,165	147	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.