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Blue Trust Inc’s Fortis FTS Stock Holding History

Blue Trust Inc’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
2025
Q4 		– Sell
-318
Closed -$16.1K – 2603
2025
Q3 		$16.1K Hold
318
– – ﹤0.01% 1721
2025
Q2 		$15.2K Buy
318
+2
+0.6% +$95 ﹤0.01% 1773
2025
Q1 		$14.4K Buy
316
+91
+40% +$3.96K ﹤0.01% 1758
2024
Q4 		$9.35K Buy
225
+155
+221% +$6.78K ﹤0.01% 1956
2024
Q3 		$2.72K Buy
70
+57
+438% +$2.44K ﹤0.01% 2525
2024
Q2 		$514 Buy
+13
New +$513 ﹤0.01% 2612
2024
Q1 		– Sell
-23
Closed -$1K – 2390
2023
Q4 		$1K Buy
+23
New +$927 ﹤0.01% 2315

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's FTS Position: Q4 2025 in Review

Blue Trust Inc sold out of Fortis (FTS) in Q4 2025, closing a stake of 318 shares — an estimated $16.1K sold.

Blue Trust Inc first reported a position in FTS in Q4 2023 and held it in 7 quarters. The position peaked at $16.1K in Q3 2025. 313 funds tracked by Wall St. Rank hold FTS as of Q4 2025.

  • Blue Trust Inc reported no remaining Fortis position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 318 Fortis shares in Q4 2025, an estimated $16.1K.
  • Blue Trust Inc first reported a position in Fortis in Q4 2023 and held it in 7 quarters.
  • Blue Trust Inc's Fortis position peaked at $16.1K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Fortis as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.