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NewSquare Capital’s Fortis FTS Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-103
Closed -$4.92K – 574
2025
Q2 		$4.92K Buy
103
+77
+296% +$3.67K ﹤0.01% 813
2025
Q1 		$1.19K Buy
+26
New +$1.13K ﹤0.01% 911

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

NewSquare Capital's FTS Position: Q3 2025 in Review

NewSquare Capital sold out of Fortis (FTS) in Q3 2025, closing a stake of 103 shares — an estimated $4.92K sold.

NewSquare Capital first reported a position in FTS in Q1 2025 and held it in 2 quarters. The position peaked at $4.92K in Q2 2025. 312 funds tracked by Wall St. Rank hold FTS as of Q3 2025.

  • NewSquare Capital reported no remaining Fortis position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 103 Fortis shares in Q3 2025, an estimated $4.92K.
  • NewSquare Capital first reported a position in Fortis in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's Fortis position peaked at $4.92K in Q2 2025.
  • 312 funds tracked by Wall St. Rank held Fortis as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.