Allworth Financial’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.4K | Buy |
1,090
+8
| +0.7% | +$451 | ﹤0.01% | 2288 |
|
|
2026
Q1 | $60.4K | Sell |
1,082
-72
| -6% | -$3.96K | ﹤0.01% | 2182 |
|
|
2025
Q4 | $59.9K | Sell |
1,154
-155
| -12% | -$7.94K | ﹤0.01% | 2079 |
|
|
2025
Q3 | $66.4K | Buy |
1,309
+56
| +4% | +$2.75K | ﹤0.01% | 1931 |
|
|
2025
Q2 | $59.8K | Buy |
1,253
+766
| +157% | +$36.5K | ﹤0.01% | 1847 |
|
|
2025
Q1 | $23.6K | Hold |
487
| – | – | ﹤0.01% | 1975 |
|
|
2024
Q4 | $20.5K | Buy |
487
+29
| +6% | +$1.27K | ﹤0.01% | 2083 |
|
|
2024
Q3 | $20.8K | Buy |
458
+106
| +30% | +$4.53K | ﹤0.01% | 1891 |
|
|
2024
Q2 | $14.3K | Buy |
352
+85
| +32% | +$3.35K | ﹤0.01% | 2074 |
|
|
2024
Q1 | $10.6K | Sell |
267
-25
| -9% | -$996 | ﹤0.01% | 2087 |
|
|
2023
Q4 | $12K | Buy |
292
+25
| +9% | +$1.01K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $10.1K | Buy |
267
+49
| +22% | +$2K | ﹤0.01% | 1839 |
|
|
2023
Q2 | $9.39K | Buy |
218
+2
| +0.9% | +$87 | ﹤0.01% | 1880 |
|
|
2023
Q1 | $9.19K | Sell |
216
-138
| -39% | -$5.65K | ﹤0.01% | 1819 |
|
|
2022
Q4 | $14.2K | Buy |
354
+67
| +23% | +$2.63K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $11K | Hold |
287
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q2 | $14K | Buy |
287
+129
| +82% | +$6.33K | ﹤0.01% | 1398 |
|
|
2022
Q1 | $8K | Hold |
158
| – | – | ﹤0.01% | 1537 |
|
|
2021
Q4 | $8K | Hold |
158
| – | – | ﹤0.01% | 1465 |
|
|
2021
Q3 | $7K | Hold |
158
| – | – | ﹤0.01% | 1428 |
|
|
2021
Q2 | $7K | Hold |
158
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q1 | $7K | Hold |
158
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q4 | $6K | Hold |
158
| – | – | ﹤0.01% | 943 |
|
|
2020
Q3 | $6K | Hold |
158
| – | – | ﹤0.01% | 806 |
|
|
2020
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 823 |
|
|
2020
Q1 | $6K | Hold |
158
| – | – | ﹤0.01% | 821 |
|
|
2019
Q4 | $7K | Hold |
158
| – | – | ﹤0.01% | 705 |
|
|
2019
Q3 | $7K | Hold |
158
| – | – | ﹤0.01% | 629 |
|
|
2019
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 654 |
|
|
2019
Q1 | $6K | Hold |
158
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $5K | Hold |
158
| – | – | ﹤0.01% | 612 |
|
|
2018
Q3 | $5K | Sell |
158
-131
| -45% | -$4.26K | ﹤0.01% | 661 |
|
|
2018
Q2 | $9K | Buy |
+289
| New | +$9.42K | ﹤0.01% | 540 |
|
Other funds holding FTS
TWC
SC
Allworth Financial's FTS Position: Q2 2026 in Review
Allworth Financial increased its Fortis (FTS) stake by 0.74% in Q2 2026, buying an estimated $451 and bringing the position to 1,090 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.
Allworth Financial first reported a position in FTS in Q2 2018 and has held it in 33 quarters since. The position peaked at $66.4K in Q3 2025. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.
- Allworth Financial held 1,090 shares of Fortis worth $62.4K as of Q2 2026.
- Allworth Financial bought 8 Fortis shares in Q2 2026, an estimated $451.
- Fortis made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2288 holding.
- Allworth Financial first reported a position in Fortis in Q2 2018 and has held it in 33 quarters since.
- Allworth Financial's Fortis position peaked at $66.4K in Q3 2025.
- 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.