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Beverly Hills Private Wealth’s Fortis FTS Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-6,293
Closed -$351K – 301
2026
Q1 		$351K Sell
6,293
-537
-8% -$29.5K 0.06% 233
2025
Q4 		$355K Sell
6,830
-564
-8% -$28.9K 0.06% 225
2025
Q3 		$375K Sell
7,394
-314
-4% -$15.4K 0.07% 227
2025
Q2 		$368K Sell
7,708
-663
-8% -$31.6K 0.07% 224
2025
Q1 		$382K Sell
8,371
-51
-0.6% -$2.22K 0.08% 212
2024
Q4 		$350K Sell
8,422
-781
-8% -$34.1K 0.07% 224
2024
Q3 		$418K Sell
9,203
-1,492
-14% -$63.8K 0.08% 209
2024
Q2 		$415K Buy
10,695
+2,345
+28% +$92.5K 0.09% 209
2024
Q1 		$330K Buy
8,350
+2,650
+46% +$106K 0.08% 262
2023
Q4 		$234K Sell
5,700
-1,532
-21% -$61.8K 0.06% 296
2023
Q3 		$275K Sell
7,232
-16,990
-70% -$694K 0.08% 239
2023
Q2 		$973K Buy
24,222
+14,815
+157% +$646K 0.16% 142
2023
Q1 		$400K Buy
9,407
+3,612
+62% +$148K 0.12% 183
2022
Q4 		$232K Buy
+5,795
New +$227K 0.1% 198

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

Beverly Hills Private Wealth's FTS Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Fortis (FTS) in Q2 2026, closing a stake of 6,293 shares — an estimated $351K sold.

Beverly Hills Private Wealth first reported a position in FTS in Q4 2022 and held it in 14 quarters. The position peaked at $973K in Q2 2023. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Fortis position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,293 Fortis shares in Q2 2026, an estimated $351K.
  • Beverly Hills Private Wealth first reported a position in Fortis in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Fortis position peaked at $973K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.