Merit Financial Group
FTS icon

Merit Financial Group’s Fortis FTS Stock Holding History

Merit 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 		$202K Buy
3,817
+187
+5% +$10.5K ﹤0.01% 2213
2026
Q2 		$208K Buy
+3,630
New +$205K ﹤0.01% 2093

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

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

Merit Financial Group increased its Fortis (FTS) stake by 5.2% in Q3 2026, buying an estimated $10.5K and bringing the position to 3,817 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Merit Financial Group first reported a position in FTS in Q2 2026 and has held it in 2 quarters since. The position peaked at $208K in Q2 2026. 142 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

  • Merit Financial Group held 3,817 shares of Fortis worth $202K as of Q3 2026.
  • Merit Financial Group bought 187 Fortis shares in Q3 2026, an estimated $10.5K.
  • Fortis made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2213 holding.
  • Merit Financial Group first reported a position in Fortis in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Fortis position peaked at $208K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.