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1620 Investment Advisors’s Fortis FTS Stock Holding History

1620 Investment Advisors’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164K Buy
2,866
+60
+2% +$3.38K 0.1% 200
2026
Q1 		$157K Buy
2,806
+91
+3% +$5K 0.11% 182
2025
Q4 		$141K Buy
2,715
+18
+0.7% +$923 0.09% 195
2025
Q3 		$137K Buy
2,697
+141
+6% +$6.93K 0.09% 190
2025
Q2 		$122K Buy
2,556
+141
+6% +$6.71K 0.09% 202
2025
Q1 		$110K Buy
2,415
+155
+7% +$6.74K 0.08% 200
2024
Q4 		$93.9K Buy
2,260
+130
+6% +$5.68K 0.07% 229
2024
Q3 		$96.8K Buy
2,130
+60
+3% +$2.56K 0.07% 233
2024
Q2 		$80.4K Buy
+2,070
New +$81.6K 0.06% 241

Other funds holding FTS

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

1620 Investment Advisors's FTS Position: Q2 2026 in Review

1620 Investment Advisors increased its Fortis (FTS) stake by 2.1% in Q2 2026, buying an estimated $3.38K and bringing the position to 2,866 shares worth $164K. The position accounts for 0.1% of the portfolio, ranked #200.

1620 Investment Advisors first reported a position in FTS in Q2 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • 1620 Investment Advisors held 2,866 shares of Fortis worth $164K as of Q2 2026.
  • 1620 Investment Advisors bought 60 Fortis shares in Q2 2026, an estimated $3.38K.
  • Fortis made up 0.1% of 1620 Investment Advisors's portfolio in Q2 2026, its #200 holding.
  • 1620 Investment Advisors first reported a position in Fortis in Q2 2024 and has held it in 9 quarters since.
  • 36 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.