CIBC Private Wealth Group’s Fortis FTS Stock Holding History

CIBC Private Wealth 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
2025 Q4	$18.9K	Hold	363	–	–	﹤0.01%	2185
2025 Q3	$18.4K	Hold	363	–	–	﹤0.01%	2180
2025 Q2	$17.3K	Sell	363 -50	-12%	-$2.38K	﹤0.01%	2072
2025 Q1	$18.4K	Sell	413 -5,529	-93%	-$240K	﹤0.01%	2023
2024 Q4	$249K	Buy	+5,942	New	+$260K	﹤0.01%	1076
2024 Q3	–	Sell	-924	Closed	-$36.2K	–	3178
2024 Q2	$36.2K	Buy	924 +24	+3%	+$946	﹤0.01%	1797
2024 Q1	$35.4K	Buy	+900	New	+$35.8K	﹤0.01%	1811
2022 Q1	–	Sell	-11,000	Closed	-$531K	–	1282
2021 Q4	$531K	Buy	+11,000	New	+$498K	﹤0.01%	762
2019 Q4	–	Sell	-10,513	Closed	-$445K	–	908
2019 Q3	$445K	Hold	10,513	–	–	﹤0.01%	704
2019 Q2	$415K	Sell	10,513 -7	-0.1%	-$265	﹤0.01%	750
2019 Q1	$389K	Hold	10,520	–	–	﹤0.01%	770
2018 Q4	$351K	Hold	10,520	–	–	﹤0.01%	748
2018 Q3	$341K	Buy	10,520 +1	+0%	+$33	﹤0.01%	843
2018 Q2	$335K	Hold	10,519	–	–	﹤0.01%	843
2018 Q1	$355K	Hold	10,519	–	–	﹤0.01%	837
2017 Q4	$386K	Hold	10,519	–	–	﹤0.01%	829
2017 Q3	$376K	Buy	+10,519	New	+$379K	﹤0.01%	816

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's FTS Position: Q4 2025 in Review

CIBC Private Wealth Group held its Fortis (FTS) position steady in Q4 2025 at 363 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

CIBC Private Wealth Group first reported a position in FTS in Q3 2017 and has held it in 17 quarters since. The position peaked at $531K in Q4 2021. 313 funds tracked by Wall St. Rank hold FTS as of Q4 2025.

CIBC Private Wealth Group held 363 shares of Fortis worth $18.9K as of Q4 2025.
CIBC Private Wealth Group left its Fortis share count unchanged in Q4 2025.
Fortis made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2185 holding.
CIBC Private Wealth Group first reported a position in Fortis in Q3 2017 and has held it in 17 quarters since.
CIBC Private Wealth Group's Fortis position peaked at $531K in Q4 2021.
313 funds tracked by Wall St. Rank held Fortis as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.