Fortitude Family Office, LLC
Family OfficePosition in UBS — UBS Group AG
CIK 1950506
SCOTTSDALE, AZ
Position in UBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,667
+$776 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#709
of 758 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fortitude Family Office, LLC holds $2,455,949 across 11 Banks - Diversified names. UBS ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,600 | $1,178,388 | |
| 2 | C |
Citigroup Inc
|
4,054 | $567,397 | |
| 3 | BAC |
Bank Of America Corp /De/
|
7,431 | $423,418 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,676 | $138,504 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
691 | $99,925 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
169 | $16,070 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
177 | $10,531 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
357 | $8,946 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,667 | 74 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,891 | 74 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,426 | 74 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,034 | 74 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,502 | 74 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,266 | 74 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,243 | 74 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,287 | 74 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,185 | 74 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,273 | 74 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,286 | 74 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||