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HB Wealth Management’s Fortis FTS Stock Holding History

HB 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 		$205K Sell
3,580
-178
-5% -$10K ﹤0.01% 1584
2026
Q1 		$210K Buy
+3,758
New +$206K ﹤0.01% 1416

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HB Wealth Management's FTS Position: Q2 2026 in Review

HB Wealth Management reduced its Fortis (FTS) stake by 4.7% in Q2 2026, selling an estimated $10K and leaving 3,580 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

HB Wealth Management first reported a position in FTS in Q1 2026 and has held it in 2 quarters since. The position peaked at $210K in Q1 2026. 359 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • HB Wealth Management held 3,580 shares of Fortis worth $205K as of Q2 2026.
  • HB Wealth Management sold 178 Fortis shares in Q2 2026, an estimated $10K.
  • Fortis made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1584 holding.
  • HB Wealth Management first reported a position in Fortis in Q1 2026 and has held it in 2 quarters since.
  • HB Wealth Management's Fortis position peaked at $210K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.