Fortitude Family Office’s Expensify EXFY Stock Holding History

Fortitude Family Office’s Portfolio EXFY Stock Details EXFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320	Buy	+179	New	+$201	﹤0.01%	2045

Other funds holding EXFY

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lavelle Capital San Francisco, California $232M AUM

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fortitude Family Office's EXFY Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Expensify (EXFY) in Q2 2026: 179 shares worth $320. The stake represents ﹤0.01% of the portfolio and ranks #2045 among its holdings.

13 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Fortitude Family Office held 179 shares of Expensify worth $320 as of Q2 2026.
Expensify was a new Fortitude Family Office position in Q2 2026.
Expensify made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2045 holding.
13 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.