Cumberland Partners’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.04M | Buy |
18,200
+50
| +0.3% | +$2.82K | 0.07% | 123 |
|
|
2026
Q1 | $1.01M | Sell |
18,150
-1,250
| -6% | -$68.7K | 0.08% | 130 |
|
|
2025
Q4 | $1.01M | Buy |
19,400
+50
| +0.3% | +$2.56K | 0.06% | 134 |
|
|
2025
Q3 | $981K | Sell |
19,350
-5,950
| -24% | -$293K | 0.06% | 132 |
|
|
2025
Q2 | $1.21M | Sell |
25,300
-7,650
| -23% | -$364K | 0.08% | 129 |
|
|
2025
Q1 | $1.5M | Buy |
32,950
+5,050
| +18% | +$220K | 0.12% | 115 |
|
|
2024
Q4 | $1.16M | Buy |
27,900
+1,700
| +6% | +$74.3K | 0.08% | 126 |
|
|
2024
Q3 | $1.19M | Sell |
26,200
-6,300
| -19% | -$269K | 0.08% | 131 |
|
|
2024
Q2 | $1.26M | Buy |
32,500
+1,300
| +4% | +$51.3K | 0.09% | 117 |
|
|
2024
Q1 | $1.23M | Buy |
31,200
+1,700
| +6% | +$67.7K | 0.09% | 113 |
|
|
2023
Q4 | $1.22M | Buy |
29,500
+1,600
| +6% | +$64.5K | 0.11% | 113 |
|
|
2023
Q3 | $1.06M | Buy |
27,900
+4,700
| +20% | +$192K | 0.1% | 114 |
|
|
2023
Q2 | $1M | Sell |
23,200
-2,900
| -11% | -$126K | 0.09% | 119 |
|
|
2023
Q1 | $1.11M | Buy |
26,100
+4,400
| +20% | +$180K | 0.11% | 104 |
|
|
2022
Q4 | $868K | Buy |
21,700
+10,600
| +95% | +$415K | 0.09% | 115 |
|
|
2022
Q3 | $424K | Sell |
11,100
-4,200
| -27% | -$190K | 0.05% | 134 |
|
|
2022
Q2 | $722K | Sell |
15,300
-11,300
| -42% | -$554K | 0.07% | 124 |
|
|
2022
Q1 | $1.32M | Sell |
26,600
-8,900
| -25% | -$417K | 0.1% | 105 |
|
|
2021
Q4 | $1.72M | Buy |
35,500
+3,300
| +10% | +$149K | 0.12% | 105 |
|
|
2021
Q3 | $1.43M | Sell |
32,200
-5,800
| -15% | -$263K | 0.12% | 113 |
|
|
2021
Q2 | $1.68M | Buy |
38,000
+14,200
| +60% | +$640K | 0.13% | 103 |
|
|
2021
Q1 | $1.03M | Buy |
23,800
+800
| +3% | +$32.8K | 0.09% | 126 |
|
|
2020
Q4 | $939K | Buy |
+23,000
| New | +$944K | 0.08% | 121 |
|
|
2020
Q2 | – | Sell |
-6,300
| Closed | -$240K | – | 162 |
|
|
2020
Q1 | $240K | Sell |
6,300
-2,200
| -26% | -$90.2K | 0.03% | 151 |
|
|
2019
Q4 | $353K | Buy |
+8,500
| New | +$348K | 0.03% | 149 |
|
|
2019
Q3 | – | Sell |
-5,900
| Closed | -$233K | – | 167 |
|
|
2019
Q2 | $233K | Sell |
5,900
-2,300
| -28% | -$87K | 0.02% | 162 |
|
|
2019
Q1 | $303K | Sell |
8,200
-17,900
| -69% | -$635K | 0.03% | 147 |
|
|
2018
Q4 | $870K | Buy |
+26,100
| New | +$878K | 0.1% | 101 |
|
|
2018
Q3 | – | Sell |
-5,700
| Closed | -$184K | – | 188 |
|
|
2018
Q2 | $184K | Buy |
+5,700
| New | +$186K | 0.02% | 188 |
|
Other funds holding FTS
TWC
SC
Cumberland Partners's FTS Position: Q2 2026 in Review
Cumberland Partners increased its Fortis (FTS) stake by 0.28% in Q2 2026, buying an estimated $2.82K and bringing the position to 18,200 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #123.
Cumberland Partners first reported a position in FTS in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.72M in Q4 2021. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.
- Cumberland Partners held 18,200 shares of Fortis worth $1.04M as of Q2 2026.
- Cumberland Partners bought 50 Fortis shares in Q2 2026, an estimated $2.82K.
- Fortis made up 0.07% of Cumberland Partners's portfolio in Q2 2026, its #123 holding.
- Cumberland Partners first reported a position in Fortis in Q2 2018 and has held it in 29 quarters since.
- Cumberland Partners's Fortis position peaked at $1.72M in Q4 2021.
- 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.
Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.