Mascoma Wealth Management’s Fortis FTS Stock Holding History

Mascoma 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	$5.21K	Hold	91	–	–	﹤0.01%	374
2026 Q1	$5.08K	Hold	91	–	–	﹤0.01%	366
2025 Q4	$4.73K	Hold	91	–	–	﹤0.01%	372
2025 Q3	$4.62K	Hold	91	–	–	﹤0.01%	382
2025 Q2	$4.34K	Hold	91	–	–	﹤0.01%	393
2025 Q1	$4.15K	Hold	91	–	–	﹤0.01%	409
2024 Q4	$3.78K	Hold	91	–	–	﹤0.01%	428
2024 Q3	$4.13K	Hold	91	–	–	﹤0.01%	403
2024 Q2	$3.53K	Hold	91	–	–	﹤0.01%	435
2024 Q1	$3.6K	Hold	91	–	–	﹤0.01%	408
2023 Q4	$3.74K	Hold	91	–	–	﹤0.01%	415
2023 Q3	$3.46K	Hold	91	–	–	﹤0.01%	430
2023 Q2	$3.65K	Sell	91 -42	-32%	-$1.83K	﹤0.01%	419
2023 Q1	$5.84K	Hold	133	–	–	﹤0.01%	461
2022 Q4	$5.33K	Sell	133 -345	-72%	-$13.5K	﹤0.01%	482
2022 Q3	$18K	Hold	478	–	–	0.01%	336
2022 Q2	$23K	Hold	478	–	–	0.01%	330
2022 Q1	$24K	Hold	478	–	–	0.01%	344
2021 Q4	$23K	Hold	478	–	–	0.01%	308
2021 Q3	$21K	Buy	+478	New	+$21.6K	0.01%	289
2021 Q2	–	Sell	-345	Closed	-$15K	–	231
2021 Q1	$15K	Buy	+345	New	+$14.1K	0.01%	318
2019 Q3	–	Sell	-345	Closed	-$14K	–	178
2019 Q2	$14K	Hold	345	–	–	0.01%	247
2019 Q1	$13K	Hold	345	–	–	0.01%	248
2018 Q4	$12K	Hold	345	–	–	0.01%	245
2018 Q3	$11K	Hold	345	–	–	0.01%	275
2018 Q2	$11K	Hold	345	–	–	0.01%	265
2018 Q1	$12K	Hold	345	–	–	0.01%	257
2017 Q4	$12K	Buy	+345	New	+$12.7K	0.01%	252

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mascoma Wealth Management's FTS Position: Q2 2026 in Review

Mascoma Wealth Management held its Fortis (FTS) position steady in Q2 2026 at 91 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Mascoma Wealth Management first reported a position in FTS in Q4 2017 and has held it in 28 quarters since. The position peaked at $24K in Q1 2022. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Mascoma Wealth Management held 91 shares of Fortis worth $5.21K as of Q2 2026.
Mascoma Wealth Management left its Fortis share count unchanged in Q2 2026.
Fortis made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #374 holding.
Mascoma Wealth Management first reported a position in Fortis in Q4 2017 and has held it in 28 quarters since.
Mascoma Wealth Management's Fortis position peaked at $24K in Q1 2022.
357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.