Bartlett & Co Wealth Management’s Fortis FTS Stock Holding History

Bartlett & Co 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 Q1	$5.35K	Hold	94	–	–	﹤0.01%	1011
2025 Q4	$4.88K	Hold	94	–	–	﹤0.01%	1020
2025 Q3	$4.77K	Hold	94	–	–	﹤0.01%	1013
2025 Q2	$4.49K	Hold	94	–	–	﹤0.01%	1016
2025 Q1	$4.29K	Hold	94	–	–	﹤0.01%	1004
2024 Q4	$3.91K	Hold	94	–	–	﹤0.01%	997
2024 Q3	$4.27K	Hold	94	–	–	﹤0.01%	987
2024 Q2	$3.65K	Hold	94	–	–	﹤0.01%	1013
2024 Q1	$3.71K	Hold	94	–	–	﹤0.01%	994
2023 Q4	$3.86K	Hold	94	–	–	﹤0.01%	1107
2023 Q3	$3.57K	Hold	94	–	–	﹤0.01%	1029
2023 Q2	$4.05K	Hold	94	–	–	﹤0.01%	1008
2023 Q1	$4K	Hold	94	–	–	﹤0.01%	925
2022 Q4	$3.76K	Hold	94	–	–	﹤0.01%	952
2022 Q3	$3.57K	Hold	94	–	–	﹤0.01%	974
2022 Q2	$4.44K	Hold	94	–	–	﹤0.01%	1038
2022 Q1	$4.65K	Buy	+94	New	+$4.41K	﹤0.01%	926
2021 Q4	–	Sell	-94	Closed	-$4.17K	–	572
2021 Q3	$4.17K	Sell	94 -119	-56%	-$5.39K	﹤0.01%	786
2021 Q2	$9.42K	Hold	213	–	–	﹤0.01%	698
2021 Q1	$9.24K	Hold	213	–	–	﹤0.01%	738
2020 Q4	$8.71K	Hold	213	–	–	﹤0.01%	745
2020 Q3	$8.71K	Hold	213	–	–	﹤0.01%	692
2020 Q2	$8.1K	Hold	213	–	–	﹤0.01%	697
2020 Q1	$8.22K	Hold	213	–	–	﹤0.01%	682
2019 Q4	$8.84K	Hold	213	–	–	﹤0.01%	736
2019 Q3	$9.01K	Buy	+213	New	+$8.69K	﹤0.01%	743

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

Bartlett & Co Wealth Management's FTS Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Fortis (FTS) position steady in Q1 2026 at 94 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Bartlett & Co Wealth Management first reported a position in FTS in Q3 2019 and has held it in 26 quarters since. The position peaked at $9.42K in Q2 2021. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

Bartlett & Co Wealth Management held 94 shares of Fortis worth $5.35K as of Q1 2026.
Bartlett & Co Wealth Management left its Fortis share count unchanged in Q1 2026.
Fortis made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1011 holding.
Bartlett & Co Wealth Management first reported a position in Fortis in Q3 2019 and has held it in 26 quarters since.
Bartlett & Co Wealth Management's Fortis position peaked at $9.42K in Q2 2021.
346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.