Aviso Financial’s Fortis FTS Stock Holding History

Aviso Financial’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	$4.66M	Sell	81,411 -17,012	-17%	-$960K	0.16%	69
2026 Q1	$5.49M	Sell	98,423 -501	-0.5%	-$27.5K	0.19%	61
2025 Q4	$5.14M	Sell	98,924 -4,664	-5%	-$239K	0.2%	58
2025 Q3	$5.25M	Buy	103,588 +2,070	+2%	+$102K	0.21%	58
2025 Q2	$4.85M	Buy	101,518 +6,682	+7%	+$318K	0.22%	61
2025 Q1	$4.32M	Buy	94,836 +10,127	+12%	+$440K	0.21%	65
2024 Q4	$3.52M	Buy	84,709 +3,270	+4%	+$143K	0.18%	68
2024 Q3	$3.7M	Buy	81,439 +4,656	+6%	+$199K	0.18%	70
2024 Q2	$2.96M	Buy	+76,783	New	+$3.03M	0.16%	73

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Aviso Financial's FTS Position: Q2 2026 in Review

Aviso Financial reduced its Fortis (FTS) stake by 17% in Q2 2026, selling an estimated $960K and leaving 81,411 shares worth $4.66M. The position accounts for 0.16% of the portfolio, ranked #69.

Aviso Financial first reported a position in FTS in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.49M in Q1 2026. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Aviso Financial held 81,411 shares of Fortis worth $4.66M as of Q2 2026.
Aviso Financial sold 17,012 Fortis shares in Q2 2026, an estimated $960K.
Fortis made up 0.16% of Aviso Financial's portfolio in Q2 2026, its #69 holding.
Aviso Financial first reported a position in Fortis in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Fortis position peaked at $5.49M in Q1 2026.
358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.