EP Wealth Advisors’s Fortis FTS Stock Holding History

EP Wealth Advisors’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	$296K	Buy	+5,169	New	+$292K	﹤0.01%	1305

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

EP Wealth Advisors's FTS Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fortis (FTS) in Q2 2026: 5,169 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings.

357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

EP Wealth Advisors held 5,169 shares of Fortis worth $296K as of Q2 2026.
Fortis was a new EP Wealth Advisors position in Q2 2026.
Fortis made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1305 holding.
357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.