Caprock Group’s Fortis FTS Stock Holding History

Caprock Group’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	$338K	Buy	5,903 +475	+9%	+$26.8K	0.01%	990
2026 Q1	$303K	Buy	+5,428	New	+$298K	0.01%	913

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caprock Group's FTS Position: Q2 2026 in Review

Caprock Group increased its Fortis (FTS) stake by 8.8% in Q2 2026, buying an estimated $26.8K and bringing the position to 5,903 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #990.

Caprock Group first reported a position in FTS in Q1 2026 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Caprock Group held 5,903 shares of Fortis worth $338K as of Q2 2026.
Caprock Group bought 475 Fortis shares in Q2 2026, an estimated $26.8K.
Fortis made up 0.01% of Caprock Group's portfolio in Q2 2026, its #990 holding.
Caprock Group first reported a position in Fortis in Q1 2026 and has held it in 2 quarters since.
358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.