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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
Q1 		$1.34K Buy
24
+8
+50% +$440 ﹤0.01% 2479
2025
Q4 		$831 Buy
+16
New +$820 ﹤0.01% 2132

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's FTS Position: Q1 2026 in Review

Root Financial Partners increased its Fortis (FTS) stake by 50% in Q1 2026, buying an estimated $440 and bringing the position to 24 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Root Financial Partners first reported a position in FTS in Q4 2025 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

  • Root Financial Partners held 24 shares of Fortis worth $1.34K as of Q1 2026.
  • Root Financial Partners bought 8 Fortis shares in Q1 2026, an estimated $440.
  • Fortis made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2479 holding.
  • Root Financial Partners first reported a position in Fortis in Q4 2025 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.