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Principal Securities’s Fortis FTS Stock Holding History

Principal Securities’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
Q4 		– Sell
-158
Closed -$8.02K – 2160
2025
Q3 		$8.02K Buy
158
+39
+33% +$1.92K ﹤0.01% 2804
2025
Q2 		$5.68K Hold
119
– – ﹤0.01% 2821
2025
Q1 		$4.95K Hold
119
– – ﹤0.01% 2776
2024
Q4 		$4.95K Buy
119
+58
+95% +$2.54K ﹤0.01% 2773
2024
Q3 		$2.77K Hold
61
– – ﹤0.01% 2854
2024
Q2 		$2.37K Hold
61
– – ﹤0.01% 2863
2024
Q1 		$2.41K Buy
61
+14
+30% +$558 ﹤0.01% 2828
2023
Q4 		$1.93K Buy
+47
New +$1.9K ﹤0.01% 2822

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's FTS Position: Q4 2025 in Review

Principal Securities sold out of Fortis (FTS) in Q4 2025, closing a stake of 158 shares — an estimated $8.02K sold.

Principal Securities first reported a position in FTS in Q4 2023 and held it in 8 quarters. The position peaked at $8.02K in Q3 2025. 313 funds tracked by Wall St. Rank hold FTS as of Q4 2025.

  • Principal Securities reported no remaining Fortis position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 158 Fortis shares in Q4 2025, an estimated $8.02K.
  • Principal Securities first reported a position in Fortis in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Fortis position peaked at $8.02K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Fortis as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.