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Aprio Wealth Management’s Fortis FTS Stock Holding History

Aprio Wealth Management’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 		$314K Buy
5,485
+617
+13% +$34.8K 0.02% 497
2026
Q1 		$272K Buy
4,868
+589
+14% +$32.4K 0.01% 510
2025
Q4 		$222K Buy
+4,279
New +$219K 0.01% 502

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Aprio Wealth Management's FTS Position: Q2 2026 in Review

Aprio Wealth Management increased its Fortis (FTS) stake by 13% in Q2 2026, buying an estimated $34.8K and bringing the position to 5,485 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #497.

Aprio Wealth Management first reported a position in FTS in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Aprio Wealth Management held 5,485 shares of Fortis worth $314K as of Q2 2026.
  • Aprio Wealth Management bought 617 Fortis shares in Q2 2026, an estimated $34.8K.
  • Fortis made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Aprio Wealth Management first reported a position in Fortis in Q4 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.