FFO
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Fortitude Family Office’s Stifel SF Stock Holding History

Fortitude Family Office’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.1K Buy
444
+39
+10% +$3.08K 0.01% 641
2026
Q2 		$28.3K Buy
405
+142
+54% +$10.6K 0.01% 431
2026
Q1 		$19.4K Buy
263
+20
+8% +$1.59K ﹤0.01% 438
2025
Q4 		$20.3K Sell
243
-2
-0.8% -$160 ﹤0.01% 400
2025
Q3 		$18.5K Hold
245
– – 0.01% 411
2025
Q2 		$16.9K Buy
245
+24
+11% +$1.47K 0.01% 408
2025
Q1 		$13.9K Sell
221
-15
-6% -$1.06K ﹤0.01% 471
2024
Q4 		$16.7K Hold
236
– – 0.01% 497
2024
Q3 		$14.7K Buy
236
+15
+7% +$856 0.01% 486
2024
Q2 		$12.4K Hold
221
– – 0.01% 378
2024
Q1 		$11.5K Hold
221
– – 0.01% 370
2023
Q4 		$10.2K Buy
+221
New +$9.09K 0.01% 403

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

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

Fortitude Family Office increased its Stifel (SF) stake by 9.6% in Q3 2026, buying an estimated $3.08K and bringing the position to 444 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #641.

Fortitude Family Office first reported a position in SF in Q4 2023 and has held it in 12 quarters since. 36 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Fortitude Family Office held 444 shares of Stifel worth $31.1K as of Q3 2026.
  • Fortitude Family Office bought 39 Stifel shares in Q3 2026, an estimated $3.08K.
  • Stifel made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #641 holding.
  • Fortitude Family Office first reported a position in Stifel in Q4 2023 and has held it in 12 quarters since.
  • 36 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

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