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Root Financial Partners’s Fortis FTS Stock Holding History

Root Financial Partners’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 		– Sell
-24
Closed -$1.34K – 1456
2026
Q1 		$1.34K Buy
24
+8
+50% +$440 ﹤0.01% 2479
2025
Q4 		$831 Buy
+16
New +$820 ﹤0.01% 2132

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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Root Financial Partners's FTS Position: Q2 2026 in Review

Root Financial Partners sold out of Fortis (FTS) in Q2 2026, closing a stake of 24 shares — an estimated $1.34K sold.

Root Financial Partners first reported a position in FTS in Q4 2025 and held it in 2 quarters. The position peaked at $1.34K in Q1 2026. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Root Financial Partners reported no remaining Fortis position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 24 Fortis shares in Q2 2026, an estimated $1.34K.
  • Root Financial Partners first reported a position in Fortis in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Fortis position peaked at $1.34K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.