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Frank Rimerman Advisors’s Fortis FTS Stock Holding History

Frank Rimerman 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
2025
Q3 		– Sell
-5,493
Closed -$262K – 607
2025
Q2 		$262K Buy
+5,493
New +$262K 0.02% 488
2024
Q3 		– Sell
-27,998
Closed -$1.09M – 538
2024
Q2 		$1.09M Buy
+27,998
New +$1.1M 0.08% 204

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Frank Rimerman Advisors's FTS Position: Q3 2025 in Review

Frank Rimerman Advisors sold out of Fortis (FTS) in Q3 2025, closing a stake of 5,493 shares — an estimated $262K sold.

Frank Rimerman Advisors first reported a position in FTS in Q2 2024 and held it in 2 quarters. The position peaked at $1.09M in Q2 2024. 312 funds tracked by Wall St. Rank hold FTS as of Q3 2025.

  • Frank Rimerman Advisors reported no remaining Fortis position as of Q3 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 5,493 Fortis shares in Q3 2025, an estimated $262K.
  • Frank Rimerman Advisors first reported a position in Fortis in Q2 2024 and held it in 2 quarters.
  • Frank Rimerman Advisors's Fortis position peaked at $1.09M in Q2 2024.
  • 312 funds tracked by Wall St. Rank held Fortis as of Q3 2025.

Based on Frank Rimerman Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.