Golden State Wealth Management’s Fortis FTS Stock Holding History

Golden State Wealth Management’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	$53.3K	Buy	931 +6	+0.6%	+$338	﹤0.01%	713
2026 Q1	$51.6K	Buy	925 +6	+0.7%	+$330	0.01%	672
2025 Q4	$47.8K	Buy	919 +5	+0.5%	+$256	0.01%	700
2025 Q3	$46.4K	Hold	914	–	–	0.01%	694
2025 Q2	$43.6K	Hold	914	–	–	0.01%	679
2025 Q1	$41.7K	Hold	914	–	–	0.01%	631
2024 Q4	$38K	Buy	+914	New	+$40K	0.01%	630
2020 Q2	–	Sell	-143	Closed	-$6K	–	503
2020 Q1	$6K	Buy	+143	New	+$5.86K	﹤0.01%	704
2019 Q3	–	Sell	-55	Closed	-$2K	–	1090
2019 Q2	$2K	Hold	55	–	–	﹤0.01%	979
2019 Q1	$2K	Buy	+55	New	+$1.95K	﹤0.01%	1021

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

Golden State Wealth Management's FTS Position: Q2 2026 in Review

Golden State Wealth Management increased its Fortis (FTS) stake by 0.65% in Q2 2026, buying an estimated $338 and bringing the position to 931 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Golden State Wealth Management first reported a position in FTS in Q1 2019 and has held it in 10 quarters since. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Golden State Wealth Management held 931 shares of Fortis worth $53.3K as of Q2 2026.
Golden State Wealth Management bought 6 Fortis shares in Q2 2026, an estimated $338.
Fortis made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #713 holding.
Golden State Wealth Management first reported a position in Fortis in Q1 2019 and has held it in 10 quarters since.
358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.