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Financial Management Professionals’s Fortis FTS Stock Holding History

Financial Management Professionals’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 		$12.9K Buy
225
+4
+2% +$226 ﹤0.01% 543
2026
Q1 		$12.3K Buy
221
+4
+2% +$220 ﹤0.01% 501
2025
Q4 		$11.3K Buy
217
+2
+0.9% +$103 ﹤0.01% 519
2025
Q3 		$10.9K Buy
215
+26
+14% +$1.28K ﹤0.01% 510
2025
Q2 		$9.02K Buy
189
+18
+11% +$857 ﹤0.01% 558
2025
Q1 		$7.79K Buy
171
+2
+1% +$87 ﹤0.01% 571
2024
Q4 		$7.03K Buy
169
+31
+22% +$1.36K ﹤0.01% 563
2024
Q3 		$6K Hold
138
– – ﹤0.01% 610
2024
Q2 		$5K Buy
138
+81
+142% +$3.19K ﹤0.01% 585
2024
Q1 		$2K Sell
57
-39
-41% -$1.55K ﹤0.01% 742
2023
Q4 		$4K Buy
96
+11
+13% +$443 ﹤0.01% 674
2023
Q3 		$3K Buy
+85
New +$3.47K ﹤0.01% 662
2023
Q2 		– Sell
-26
Closed -$1K – 986
2023
Q1 		$1K Buy
26
+23
+767% +$941 ﹤0.01% 882
2022
Q4 		$0 Buy
+3
New +$118 ﹤0.01% 970
2022
Q3 		– Sell
-231
Closed -$11K – 982
2022
Q2 		$11K Buy
231
+38
+20% +$1.86K ﹤0.01% 481
2022
Q1 		$10K Buy
193
+171
+777% +$8.02K ﹤0.01% 525
2021
Q4 		$1K Buy
+22
New +$996 ﹤0.01% 821

Other funds holding FTS

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Financial Management Professionals's FTS Position: Q2 2026 in Review

Financial Management Professionals increased its Fortis (FTS) stake by 1.8% in Q2 2026, buying an estimated $226 and bringing the position to 225 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Financial Management Professionals first reported a position in FTS in Q4 2021 and has held it in 17 quarters since. 36 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Financial Management Professionals held 225 shares of Fortis worth $12.9K as of Q2 2026.
  • Financial Management Professionals bought 4 Fortis shares in Q2 2026, an estimated $226.
  • Fortis made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #543 holding.
  • Financial Management Professionals first reported a position in Fortis in Q4 2021 and has held it in 17 quarters since.
  • 36 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.