Larson Financial Group
FTS icon

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
Q3 		$82.9K Sell
1,569
-165
-10% -$9.23K ﹤0.01% 1336
2026
Q2 		$99.2K Buy
1,734
+297
+21% +$16.8K ﹤0.01% 1186
2026
Q1 		$80.2K Buy
1,437
+94
+7% +$5.16K ﹤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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Larson Financial Group's FTS Position: Q3 2026 in Review

Larson Financial Group reduced its Fortis (FTS) stake by 9.5% in Q3 2026, selling an estimated $9.23K and leaving 1,569 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Larson Financial Group first reported a position in FTS in Q1 2022 and has held it in 13 quarters since. The position peaked at $99.2K in Q2 2026. 142 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

  • Larson Financial Group held 1,569 shares of Fortis worth $82.9K as of Q3 2026.
  • Larson Financial Group sold 165 Fortis shares in Q3 2026, an estimated $9.23K.
  • Fortis made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1336 holding.
  • Larson Financial Group first reported a position in Fortis in Q1 2022 and has held it in 13 quarters since.
  • Larson Financial Group's Fortis position peaked at $99.2K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.