Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$554K Buy
9,681
+188
+2% +$10.6K 0.43% 58
2026
Q1
$530K Sell
9,493
-3,764
-28% -$207K 0.52% 48
2025
Q4
$689K Buy
+13,257
New +$679K 0.69% 32

Other funds holding FTS

JMN Financial's FTS Position: Q2 2026 in Review

JMN Financial increased its Fortis (FTS) stake by 2% in Q2 2026, buying an estimated $10.6K and bringing the position to 9,681 shares worth $554K. The position accounts for 0.43% of the portfolio, ranked #58.

JMN Financial first reported a position in FTS in Q4 2025 and has held it in 3 quarters since. The position peaked at $689K in Q4 2025. 337 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • JMN Financial held 9,681 shares of Fortis worth $554K as of Q2 2026.
  • JMN Financial bought 188 Fortis shares in Q2 2026, an estimated $10.6K.
  • Fortis made up 0.43% of JMN Financial's portfolio in Q2 2026, its #58 holding.
  • JMN Financial first reported a position in Fortis in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's Fortis position peaked at $689K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.