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Lorne Steinberg Wealth Management’s Fortis FTS Stock Holding History

Lorne Steinberg Wealth Management’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 		$267K Buy
+4,656
New +$263K 0.05% 70
2026
Q1 		– Sell
-5,779
Closed -$301K – 73
2025
Q4 		$301K Buy
+5,779
New +$296K 0.07% 62

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

Lorne Steinberg Wealth Management's FTS Position: Q2 2026 in Review

Lorne Steinberg Wealth Management opened a new position in Fortis (FTS) in Q2 2026: 4,656 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #70 among its holdings. This is a return to the name: Lorne Steinberg Wealth Management previously reported a position in FTS as recently as Q4 2025.

Lorne Steinberg Wealth Management first reported a position in FTS in Q4 2025 and has held it in 2 quarters since. The position peaked at $301K in Q4 2025. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Lorne Steinberg Wealth Management held 4,656 shares of Fortis worth $267K as of Q2 2026.
  • Fortis was a new Lorne Steinberg Wealth Management position in Q2 2026.
  • Fortis made up 0.05% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Lorne Steinberg Wealth Management first reported a position in Fortis in Q4 2025 and has held it in 2 quarters since.
  • Lorne Steinberg Wealth Management's Fortis position peaked at $301K in Q4 2025.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.