Guardian Partners’s Fortis FTS Stock Holding History

Guardian 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
2026 Q2	$16.6M	Sell	289,159 -18,565	-6%	-$1.05M	1.49%	17
2026 Q1	$17.2M	Buy	307,724 +64	+0%	+$3.52K	1.43%	20
2025 Q4	$16.6M	Buy	307,660 +7,232	+2%	+$371K	1.33%	21
2025 Q3	$15.2M	Sell	300,428 -2,712	-0.9%	-$133K	1.28%	23
2025 Q2	$14.2M	Buy	303,140 +4,832	+2%	+$230K	1.28%	23
2025 Q1	$13.9M	Buy	298,308 +6,712	+2%	+$292K	1.44%	22
2024 Q4	$12.2M	Buy	+291,596	New	+$12.8M	1.25%	25

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

Guardian Partners's FTS Position: Q2 2026 in Review

Guardian Partners reduced its Fortis (FTS) stake by 6% in Q2 2026, selling an estimated $1.05M and leaving 289,159 shares worth $16.6M. The position accounts for 1.49% of the portfolio, ranked #17.

Guardian Partners first reported a position in FTS in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.2M in Q1 2026. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Guardian Partners held 289,159 shares of Fortis worth $16.6M as of Q2 2026.
Guardian Partners sold 18,565 Fortis shares in Q2 2026, an estimated $1.05M.
Fortis made up 1.49% of Guardian Partners's portfolio in Q2 2026, its #17 holding.
Guardian Partners first reported a position in Fortis in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Fortis position peaked at $17.2M in Q1 2026.
357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.