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Mitchell & Pahl Private Wealth’s Fortis FTS Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.07M Buy
18,755
+709
+4% +$40K 0.39% 86
2026
Q1 		$1.01M Buy
18,046
+533
+3% +$29.3K 0.41% 89
2025
Q4 		$910K Sell
17,513
-216
-1% -$11.1K 0.38% 97
2025
Q3 		$900K Buy
17,729
+165
+0.9% +$8.11K 0.38% 93
2025
Q2 		$838K Buy
17,564
+783
+5% +$37.3K 0.37% 98
2025
Q1 		$765K Sell
16,781
-495
-3% -$21.5K 0.36% 97
2024
Q4 		$718K Buy
17,276
+1,182
+7% +$51.7K 0.34% 103
2024
Q3 		$731K Buy
16,094
+1,356
+9% +$58K 0.34% 107
2024
Q2 		$572K Buy
14,738
+82
+0.6% +$3.23K 0.3% 112
2024
Q1 		$579K Buy
14,656
+1,401
+11% +$55.8K 0.3% 115
2023
Q4 		$545K Buy
13,255
+18
+0.1% +$726 0.31% 115
2023
Q3 		$503K Buy
13,237
+2,144
+19% +$87.6K 0.3% 114
2023
Q2 		$478K Buy
11,093
+1,135
+11% +$49.5K 0.29% 116
2023
Q1 		$424K Buy
9,958
+361
+4% +$14.8K 0.27% 121
2022
Q4 		$384K Buy
9,597
+458
+5% +$17.9K 0.25% 125
2022
Q3 		$347K Buy
9,139
+1,007
+12% +$45.6K 0.26% 119
2022
Q2 		$384K Buy
8,132
+1,101
+16% +$54K 0.27% 118
2022
Q1 		$348K Buy
7,031
+1,601
+29% +$75.1K 0.22% 133
2021
Q4 		$262K Buy
5,430
+507
+10% +$22.9K 0.17% 141
2021
Q3 		$218K Buy
+4,923
New +$223K 0.16% 147

Other funds holding FTS

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Mitchell & Pahl Private Wealth's FTS Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Fortis (FTS) stake by 3.9% in Q2 2026, buying an estimated $40K and bringing the position to 18,755 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #86.

Mitchell & Pahl Private Wealth first reported a position in FTS in Q3 2021 and has held it in 20 quarters since. 36 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 18,755 shares of Fortis worth $1.07M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 709 Fortis shares in Q2 2026, an estimated $40K.
  • Fortis made up 0.39% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #86 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Fortis in Q3 2021 and has held it in 20 quarters since.
  • 36 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.