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 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 $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Aviso Financial's FTS Position: Q1 2026 in Review

Aviso Financial reduced its Fortis (FTS) stake by 0.51% in Q1 2026, selling an estimated $27.5K and leaving 98,423 shares worth $5.49M. The position accounts for 0.19% of the portfolio, ranked #61.

Aviso Financial first reported a position in FTS in Q2 2024 and has held it in 8 quarters since. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

Aviso Financial held 98,423 shares of Fortis worth $5.49M as of Q1 2026.
Aviso Financial sold 501 Fortis shares in Q1 2026, an estimated $27.5K.
Fortis made up 0.19% of Aviso Financial's portfolio in Q1 2026, its #61 holding.
Aviso Financial first reported a position in Fortis in Q2 2024 and has held it in 8 quarters since.
346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.