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Global Retirement Partners’s Fortis FTS Stock Holding History

Global Retirement Partners’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
Q4 		$2.6K Sell
50
-2,447
-98% -$125K ﹤0.01% 3646
2025
Q3 		$127K Buy
2,497
+2,403
+2,556% +$118K ﹤0.01% 1411
2025
Q2 		$4.49K Buy
+94
New +$4.48K ﹤0.01% 2957
2024
Q4 		– Sell
-19
Closed -$863 – 3701
2024
Q3 		$863 Sell
19
-321
-94% -$13.7K ﹤0.01% 3179
2024
Q2 		$13.2K Buy
340
+4
+1% +$158 ﹤0.01% 2193
2024
Q1 		$13.3K Buy
336
+3
+0.9% +$119 ﹤0.01% 1990
2023
Q4 		$13.6K Buy
333
+4
+1% +$161 ﹤0.01% 1937
2023
Q3 		$12.5K Buy
329
+310
+1,632% +$12.7K ﹤0.01% 1858
2023
Q2 		$819 Hold
19
– – ﹤0.01% 2833
2023
Q1 		$843 Sell
19
-7
-27% -$286 ﹤0.01% 2782
2022
Q4 		$1.04K Sell
26
-10
-28% -$392 ﹤0.01% 2580
2022
Q3 		$1K Sell
36
-16
-31% -$724 ﹤0.01% 2460
2022
Q2 		$2K Buy
+52
New +$2.55K ﹤0.01% 2199
2017
Q4 		– Sell
-480
Closed -$17K – 1439
2017
Q3 		$17K Hold
480
– – 0.01% 691
2017
Q2 		$17K Sell
480
-117
-20% -$3.9K 0.01% 643
2017
Q1 		$20K Sell
597
-1,113
-65% -$35.5K 0.01% 555
2016
Q4 		$53K Buy
+1,710
New +$53.1K 0.04% 346

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's FTS Position: Q4 2025 in Review

Global Retirement Partners reduced its Fortis (FTS) stake by 98% in Q4 2025, selling an estimated $125K and leaving 50 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Global Retirement Partners first reported a position in FTS in Q4 2016 and has held it in 17 quarters since. The position peaked at $127K in Q3 2025. 313 funds tracked by Wall St. Rank hold FTS as of Q4 2025.

  • Global Retirement Partners held 50 shares of Fortis worth $2.6K as of Q4 2025.
  • Global Retirement Partners sold 2,447 Fortis shares in Q4 2025, an estimated $125K.
  • Fortis made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3646 holding.
  • Global Retirement Partners first reported a position in Fortis in Q4 2016 and has held it in 17 quarters since.
  • Global Retirement Partners's Fortis position peaked at $127K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Fortis as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.