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Sequoia Financial Advisors’s Fortis FTS Stock Holding History

Sequoia Financial Advisors’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 		$1.17M Buy
20,445
+765
+4% +$43.2K 0.01% 873
2026
Q1 		$1.1M Sell
19,680
-2,156
-10% -$118K 0.01% 852
2025
Q4 		$1.13M Buy
21,836
+4,774
+28% +$245K 0.01% 820
2025
Q3 		$866K Buy
17,062
+3,816
+29% +$188K 0.01% 847
2025
Q2 		$632K Buy
+13,246
New +$631K ﹤0.01% 894

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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

Sequoia Financial Advisors's FTS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Fortis (FTS) stake by 3.9% in Q2 2026, buying an estimated $43.2K and bringing the position to 20,445 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #873.

Sequoia Financial Advisors first reported a position in FTS in Q2 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Sequoia Financial Advisors held 20,445 shares of Fortis worth $1.17M as of Q2 2026.
  • Sequoia Financial Advisors bought 765 Fortis shares in Q2 2026, an estimated $43.2K.
  • Fortis made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #873 holding.
  • Sequoia Financial Advisors first reported a position in Fortis in Q2 2025 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.