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Larson Financial Group’s Fortis FTS Stock Holding History

Larson Financial Group’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 		$99.2K Buy
1,734
+297
+21% +$16.8K ﹤0.01% 1186
2026
Q1 		$80.2K Buy
1,437
+94
+7% +$5.17K ﹤0.01% 1098
2025
Q4 		$69.8K Buy
1,343
+604
+82% +$31K ﹤0.01% 1078
2025
Q3 		$37.5K Buy
739
+409
+124% +$20.1K ﹤0.01% 1291
2025
Q2 		$15.8K Buy
330
+187
+131% +$8.91K ﹤0.01% 1594
2025
Q1 		$6.52K Buy
143
+126
+741% +$5.48K ﹤0.01% 1799
2024
Q4 		$707 Hold
17
– – ﹤0.01% 2117
2024
Q3 		$772 Hold
17
– – ﹤0.01% 2038
2024
Q2 		$660 Buy
+17
New +$670 ﹤0.01% 1787
2022
Q4 		– Sell
-75
Closed -$3K – 1513
2022
Q3 		$3K Hold
75
– – ﹤0.01% 1045
2022
Q2 		$4K Hold
75
– – ﹤0.01% 900
2022
Q1 		$4K Buy
+75
New +$3.52K ﹤0.01% 820

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

Larson Financial Group's FTS Position: Q2 2026 in Review

Larson Financial Group increased its Fortis (FTS) stake by 21% in Q2 2026, buying an estimated $16.8K and bringing the position to 1,734 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Larson Financial Group first reported a position in FTS in Q1 2022 and has held it in 12 quarters since. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Larson Financial Group held 1,734 shares of Fortis worth $99.2K as of Q2 2026.
  • Larson Financial Group bought 297 Fortis shares in Q2 2026, an estimated $16.8K.
  • Fortis made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1186 holding.
  • Larson Financial Group first reported a position in Fortis in Q1 2022 and has held it in 12 quarters since.
  • 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.