Creative Planning
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Creative Planning’s Fortis FTS Stock Holding History

Creative Planning’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 		$19.5M Buy
340,305
+88,131
+35% +$4.97M 0.01% 516
2026
Q1 		$14.1M Buy
252,174
+46,519
+23% +$2.56M 0.01% 553
2025
Q4 		$10.7M Buy
205,655
+101,333
+97% +$5.19M 0.01% 592
2025
Q3 		$5.29M Buy
104,322
+26,615
+34% +$1.31M ﹤0.01% 846
2025
Q2 		$3.71M Buy
77,707
+4,999
+7% +$238K ﹤0.01% 914
2025
Q1 		$3.31M Buy
72,708
+11,974
+20% +$521K ﹤0.01% 891
2024
Q4 		$2.52M Buy
60,734
+8,468
+16% +$370K ﹤0.01% 995
2024
Q3 		$2.37M Buy
52,266
+9,108
+21% +$389K ﹤0.01% 974
2024
Q2 		$1.68M Sell
43,158
-2,552
-6% -$101K ﹤0.01% 1082
2024
Q1 		$1.81M Buy
45,710
+1,884
+4% +$75K ﹤0.01% 1010
2023
Q4 		$1.8M Buy
43,826
+10,163
+30% +$410K ﹤0.01% 955
2023
Q3 		$1.28M Sell
33,663
-206
-0.6% -$8.41K ﹤0.01% 1053
2023
Q2 		$1.46M Buy
33,869
+12,775
+61% +$557K ﹤0.01% 951
2023
Q1 		$897K Buy
21,094
+2,835
+16% +$116K ﹤0.01% 1137
2022
Q4 		$731K Buy
18,259
+6,292
+53% +$247K ﹤0.01% 1199
2022
Q3 		$455K Buy
11,967
+934
+8% +$42.2K ﹤0.01% 1390
2022
Q2 		$522K Buy
11,033
+1,656
+18% +$81.2K ﹤0.01% 1289
2022
Q1 		$464K Buy
9,377
+258
+3% +$12.1K ﹤0.01% 1359
2021
Q4 		$440K Sell
9,119
-64
-0.7% -$2.9K ﹤0.01% 1388
2021
Q3 		$407K Buy
9,183
+1,405
+18% +$63.6K ﹤0.01% 1408
2021
Q2 		$344K Sell
7,778
-497
-6% -$22.4K ﹤0.01% 1492
2021
Q1 		$359K Buy
8,275
+3
+0% +$123 ﹤0.01% 1670
2020
Q4 		$338K Buy
8,272
+409
+5% +$16.8K ﹤0.01% 1545
2020
Q3 		$321K Buy
7,863
+301
+4% +$12K ﹤0.01% 1381
2020
Q2 		$288K Sell
7,562
-1,047
-12% -$39.9K ﹤0.01% 1330
2020
Q1 		$332K Buy
+8,609
New +$353K ﹤0.01% 1133
2017
Q3 		– Sell
-3,307
Closed -$116K – 2547
2017
Q2 		$116K Buy
3,307
+225
+7% +$7.49K ﹤0.01% 1885
2017
Q1 		$102K Hold
3,082
– – ﹤0.01% 1945
2016
Q4 		$95K Buy
+3,082
New +$95.7K ﹤0.01% 1905

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Creative Planning's FTS Position: Q2 2026 in Review

Creative Planning increased its Fortis (FTS) stake by 35% in Q2 2026, buying an estimated $4.97M and bringing the position to 340,305 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #516.

Creative Planning first reported a position in FTS in Q4 2016 and has held it in 29 quarters since. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Creative Planning held 340,305 shares of Fortis worth $19.5M as of Q2 2026.
  • Creative Planning bought 88,131 Fortis shares in Q2 2026, an estimated $4.97M.
  • Fortis made up 0.01% of Creative Planning's portfolio in Q2 2026, its #516 holding.
  • Creative Planning first reported a position in Fortis in Q4 2016 and has held it in 29 quarters since.
  • 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.