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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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return