Fortitude Family Office’s SHF Holdings SHFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-196	Closed	-$425	–	2122
2025 Q2	$425	Buy	+196	New	+$516	﹤0.01%	1876

Other funds holding SHFS

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Family Office's SHFS Position: Q3 2025 in Review

Fortitude Family Office sold out of SHF Holdings (SHFS) in Q3 2025, closing a stake of 196 shares — an estimated $425 sold.

Fortitude Family Office first reported a position in SHFS in Q2 2025 and held it in 1 quarter. The position peaked at $425 in Q2 2025. 9 funds tracked by Wall St. Rank hold SHFS as of Q3 2025.

Fortitude Family Office reported no remaining SHF Holdings position as of Q3 2025 after selling out during the quarter.
Fortitude Family Office sold 196 SHF Holdings shares in Q3 2025, an estimated $425.
Fortitude Family Office first reported a position in SHF Holdings in Q2 2025 and held it in 1 quarter.
Fortitude Family Office's SHF Holdings position peaked at $425 in Q2 2025.
9 funds tracked by Wall St. Rank held SHF Holdings as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.