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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
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 $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

Lorne Steinberg Wealth Management's FTS Position: Q1 2026 in Review

Lorne Steinberg Wealth Management sold out of Fortis (FTS) in Q1 2026, closing a stake of 5,779 shares — an estimated $301K sold.

Lorne Steinberg Wealth Management first reported a position in FTS in Q4 2025 and held it in 1 quarter. The position peaked at $301K in Q4 2025. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

  • Lorne Steinberg Wealth Management reported no remaining Fortis position as of Q1 2026 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 5,779 Fortis shares in Q1 2026, an estimated $301K.
  • Lorne Steinberg Wealth Management first reported a position in Fortis in Q4 2025 and held it in 1 quarter.
  • Lorne Steinberg Wealth Management's Fortis position peaked at $301K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.