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Fortitude Family Office’s ACV Auctions ACVA Stock Holding History

Fortitude Family Office’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.85K Hold
753
– – ﹤0.01% 1337
2026
Q2 		$5.41K Buy
+753
New +$4.27K ﹤0.01% 1043
2026
Q1 		– Sell
-115
Closed -$922 – 1888
2025
Q4 		$922 Buy
+115
New +$930 ﹤0.01% 1495

Other funds holding ACVA

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Fortitude Family Office's ACVA Position: Q3 2026 in Review

Fortitude Family Office held its ACV Auctions (ACVA) position steady in Q3 2026 at 753 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Fortitude Family Office first reported a position in ACVA in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold ACVA as of Q3 2026.

  • Fortitude Family Office held 753 shares of ACV Auctions worth $7.85K as of Q3 2026.
  • Fortitude Family Office left its ACV Auctions share count unchanged in Q3 2026.
  • ACV Auctions made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1337 holding.
  • Fortitude Family Office first reported a position in ACV Auctions in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held ACV Auctions as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.