FFO
OSG

Fortitude Family Office’s Octave Specialty Group OSG Stock Holding History

Fortitude Family Office’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50 Buy
+8
New +$42 ﹤0.01% 2205
2024
Q3 		– Sell
-329
Closed -$4.22K – 1207
2024
Q2 		$4.22K Hold
329
– – ﹤0.01% 654
2024
Q1 		$5.14K Hold
329
– – ﹤0.01% 594
2023
Q4 		$5.42K Buy
+329
New +$4.57K ﹤0.01% 582

Other funds holding OSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Fortitude Family Office opened a new position in Octave Specialty Group (OSG) in Q2 2026: 8 shares worth $50. The stake represents ﹤0.01% of the portfolio and ranks #2205 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in OSG as recently as Q2 2024.

Fortitude Family Office first reported a position in OSG in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.42K in Q4 2023. 147 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Fortitude Family Office held 8 shares of Octave Specialty Group worth $50 as of Q2 2026.
  • Octave Specialty Group was a new Fortitude Family Office position in Q2 2026.
  • Octave Specialty Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2205 holding.
  • Fortitude Family Office first reported a position in Octave Specialty Group in Q4 2023 and has held it in 4 quarters since.
  • Fortitude Family Office's Octave Specialty Group position peaked at $5.42K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

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