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Bernard Wealth Management’s Fortis FTS Stock Holding History

Bernard 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 		$10.9K Hold
195
– – ﹤0.01% 222
2025
Q4 		$10.1K Hold
195
– – ﹤0.01% 220
2025
Q3 		$9.89K Hold
195
– – ﹤0.01% 217
2025
Q2 		$9.31K Hold
195
– – ﹤0.01% 216
2025
Q1 		$8.89K Hold
195
– – ﹤0.01% 229
2024
Q4 		$8.11K Buy
+195
New +$8.53K ﹤0.01% 220

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bernard Wealth Management's FTS Position: Q1 2026 in Review

Bernard Wealth Management held its Fortis (FTS) position steady in Q1 2026 at 195 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Bernard Wealth Management first reported a position in FTS in Q4 2024 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

  • Bernard Wealth Management held 195 shares of Fortis worth $10.9K as of Q1 2026.
  • Bernard Wealth Management left its Fortis share count unchanged in Q1 2026.
  • Fortis made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Bernard Wealth Management first reported a position in Fortis in Q4 2024 and has held it in 6 quarters since.
  • 346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.