GFWA
FTS icon

Grey Fox Wealth Advisors’s Fortis FTS Stock Holding History

Grey Fox 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
2025
Q4 		– Sell
-170
Closed -$8.63K – 318
2025
Q3 		$8.63K Buy
+170
New +$8.36K ﹤0.01% 424
2023
Q2 		– Sell
-169
Closed -$7.18K – 263
2023
Q1 		$7.18K Buy
+169
New +$6.92K ﹤0.01% 327

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

Grey Fox Wealth Advisors's FTS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Fortis (FTS) in Q4 2025, closing a stake of 170 shares — an estimated $8.63K sold.

Grey Fox Wealth Advisors first reported a position in FTS in Q1 2023 and held it in 2 quarters. The position peaked at $8.63K in Q3 2025. 313 funds tracked by Wall St. Rank hold FTS as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Fortis position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 170 Fortis shares in Q4 2025, an estimated $8.63K.
  • Grey Fox Wealth Advisors first reported a position in Fortis in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Fortis position peaked at $8.63K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Fortis as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.