Concord Wealth Partners’s Fortis FTS Stock Holding History

Concord Wealth 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 Q2	$17.2K	Buy	+300	New	+$16.9K	﹤0.01%	498
2026 Q1	–	Sell	-300	Closed	-$15.6K	–	415
2025 Q4	$15.6K	Hold	300	–	–	﹤0.01%	485
2025 Q3	$15.2K	Hold	300	–	–	﹤0.01%	488
2025 Q2	$14.3K	Hold	300	–	–	﹤0.01%	504
2025 Q1	$13.7K	Hold	300	–	–	﹤0.01%	478
2024 Q4	$12.5K	Hold	300	–	–	﹤0.01%	507
2024 Q3	$13.6K	Hold	300	–	–	﹤0.01%	523
2024 Q2	$11.7K	Hold	300	–	–	﹤0.01%	491
2024 Q1	$11.9K	Hold	300	–	–	﹤0.01%	557
2023 Q4	$12.3K	Hold	300	–	–	﹤0.01%	544
2023 Q3	$11.4K	Hold	300	–	–	﹤0.01%	596
2023 Q2	$12.9K	Hold	300	–	–	﹤0.01%	573
2023 Q1	$12.8K	Hold	300	–	–	﹤0.01%	559
2022 Q4	$12K	Buy	+300	New	+$11.8K	﹤0.01%	611
2022 Q3	–	Sell	-300	Closed	-$14K	–	520
2022 Q2	$14K	Hold	300	–	–	﹤0.01%	616
2022 Q1	$15K	Hold	300	–	–	﹤0.01%	684
2021 Q4	$14K	Hold	300	–	–	﹤0.01%	712
2021 Q3	$13K	Hold	300	–	–	0.01%	436
2021 Q2	$13K	Hold	300	–	–	﹤0.01%	578
2021 Q1	$13K	Hold	300	–	–	﹤0.01%	538
2020 Q4	$12K	Buy	+300	New	+$12.3K	0.01%	354

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

Concord Wealth Partners's FTS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fortis (FTS) in Q2 2026: 300 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FTS as recently as Q4 2025.

Concord Wealth Partners first reported a position in FTS in Q4 2020 and has held it in 21 quarters since. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Concord Wealth Partners held 300 shares of Fortis worth $17.2K as of Q2 2026.
Fortis was a new Concord Wealth Partners position in Q2 2026.
Fortis made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #498 holding.
Concord Wealth Partners first reported a position in Fortis in Q4 2020 and has held it in 21 quarters since.
358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.