Cerity Partners
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Cerity Partners’s Fortis FTS Stock Holding History

Cerity Partners’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 		$643K Buy
11,519
+1,204
+12% +$66.2K ﹤0.01% 2126
2025
Q4 		$536K Sell
10,315
-417
-4% -$21.4K ﹤0.01% 2061
2025
Q3 		$545K Buy
10,732
+389
+4% +$19.1K ﹤0.01% 1915
2025
Q2 		$494K Buy
10,343
+439
+4% +$20.9K ﹤0.01% 1860
2025
Q1 		$451K Buy
9,904
+1,207
+14% +$52.5K ﹤0.01% 1818
2024
Q4 		$365K Buy
+8,697
New +$380K ﹤0.01% 1937
2024
Q1 		– Sell
-6,167
Closed -$254K – 2305
2023
Q4 		$254K Buy
+6,167
New +$249K ﹤0.01% 1608

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

Cerity Partners's FTS Position: Q1 2026 in Review

Cerity Partners increased its Fortis (FTS) stake by 12% in Q1 2026, buying an estimated $66.2K and bringing the position to 11,519 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Cerity Partners first reported a position in FTS in Q4 2023 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

  • Cerity Partners held 11,519 shares of Fortis worth $643K as of Q1 2026.
  • Cerity Partners bought 1,204 Fortis shares in Q1 2026, an estimated $66.2K.
  • Fortis made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2126 holding.
  • Cerity Partners first reported a position in Fortis in Q4 2023 and has held it in 7 quarters since.
  • 346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.