Fortitude Family Office’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Fortitude Family Office increased its Stifel (SF) stake by 54% in Q2 2026, buying an estimated $10.6K and bringing the position to 405 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #431.

Fortitude Family Office first reported a position in SF in Q4 2023 and has held it in 11 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Fortitude Family Office held 405 shares of Stifel worth $28.3K as of Q2 2026.
  • Fortitude Family Office bought 142 Stifel shares in Q2 2026, an estimated $10.6K.
  • Stifel made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #431 holding.
  • Fortitude Family Office first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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