Fortitude Family Office’s Orion Office REIT ONL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.07K	Hold	430	–	–	﹤0.01%	2227
2026 Q2	$1.24K	Hold	430	–	–	﹤0.01%	1673
2026 Q1	$925	Hold	430	–	–	﹤0.01%	1526
2025 Q4	$972	Sell	430 -386	-47%	-$911	﹤0.01%	1466
2025 Q3	$2.2K	Buy	816 +386	+90%	+$1.03K	﹤0.01%	1177
2025 Q2	$916	Buy	430 +250	+139%	+$476	﹤0.01%	1561
2025 Q1	$385	Hold	180	–	–	﹤0.01%	1091
2024 Q4	$668	Hold	180	–	–	﹤0.01%	1191
2024 Q3	$720	Buy	+180	New	+$705	﹤0.01%	1133

Other funds holding ONL

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

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

Fortitude Family Office held its Orion Office REIT (ONL) position steady in Q3 2026 at 430 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Fortitude Family Office first reported a position in ONL in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.2K in Q3 2025. 21 funds tracked by Wall St. Rank hold ONL as of Q3 2026.

Fortitude Family Office held 430 shares of Orion Office REIT worth $1.07K as of Q3 2026.
Fortitude Family Office left its Orion Office REIT share count unchanged in Q3 2026.
Orion Office REIT made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2227 holding.
Fortitude Family Office first reported a position in Orion Office REIT in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's Orion Office REIT position peaked at $2.2K in Q3 2025.
21 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2026.

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