Keyvantage Wealth’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Hold
20,854
0.45% 32
2026
Q1
$1.16M Buy
20,854
+9
+0% +$494 0.51% 34
2025
Q4
$1.08M Buy
20,845
+10
+0% +$513 0.46% 33
2025
Q3
$1.06M Buy
20,835
+21
+0.1% +$1.03K 0.44% 30
2025
Q2
$993K Hold
20,814
0.45% 29
2025
Q1
$949K Sell
20,814
-2,202
-10% -$95.8K 0.46% 33
2024
Q4
$957K Buy
+23,016
New +$1.01M 0.68% 31

Other funds holding FTS

Keyvantage Wealth's FTS Position: Q2 2026 in Review

Keyvantage Wealth held its Fortis (FTS) position steady in Q2 2026 at 20,854 shares worth $1.19M. The position accounts for 0.45% of the portfolio, ranked #32.

Keyvantage Wealth first reported a position in FTS in Q4 2024 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Keyvantage Wealth held 20,854 shares of Fortis worth $1.19M as of Q2 2026.
  • Keyvantage Wealth left its Fortis share count unchanged in Q2 2026.
  • Fortis made up 0.45% of Keyvantage Wealth's portfolio in Q2 2026, its #32 holding.
  • Keyvantage Wealth first reported a position in Fortis in Q4 2024 and has held it in 7 quarters since.
  • 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.