Silvercrest Asset Management’s Fortis FTS Stock Holding History

Silvercrest Asset Management’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	$354K	Hold	6,182	–	–	﹤0.01%	745
2026 Q1	$345K	Hold	6,182	–	–	﹤0.01%	745
2025 Q4	$321K	Hold	6,182	–	–	﹤0.01%	784
2025 Q3	$314K	Hold	6,182	–	–	﹤0.01%	750
2025 Q2	$295K	Hold	6,182	–	–	﹤0.01%	764
2025 Q1	$282K	Hold	6,182	–	–	﹤0.01%	772
2024 Q4	$257K	Hold	6,182	–	–	﹤0.01%	776
2024 Q3	$281K	Hold	6,182	–	–	﹤0.01%	734
2024 Q2	$240K	Hold	6,182	–	–	﹤0.01%	845
2024 Q1	$244K	Sell	6,182 -601	-9%	-$23.9K	﹤0.01%	825
2023 Q4	$279K	Hold	6,783	–	–	﹤0.01%	759
2023 Q3	$258K	Hold	6,783	–	–	﹤0.01%	768
2023 Q2	$292K	Sell	6,783 -225	-3%	-$9.8K	﹤0.01%	749
2023 Q1	$298K	Hold	7,008	–	–	﹤0.01%	721
2022 Q4	$281K	Sell	7,008 -2,000	-22%	-$78.4K	﹤0.01%	723
2022 Q3	$342K	Sell	9,008 -225	-2%	-$10.2K	﹤0.01%	683
2022 Q2	$436K	Hold	9,233	–	–	﹤0.01%	661
2022 Q1	$457K	Buy	9,233 +2,000	+28%	+$93.8K	﹤0.01%	698
2021 Q4	$349K	Hold	7,233	–	–	﹤0.01%	724
2021 Q3	$321K	Hold	7,233	–	–	﹤0.01%	745
2021 Q2	$320K	Hold	7,233	–	–	﹤0.01%	739
2021 Q1	$314K	Hold	7,233	–	–	﹤0.01%	742
2020 Q4	$295K	Hold	7,233	–	–	﹤0.01%	720
2020 Q3	$296K	Hold	7,233	–	–	﹤0.01%	678
2020 Q2	$275K	Hold	7,233	–	–	﹤0.01%	664
2020 Q1	$279K	Hold	7,233	–	–	﹤0.01%	631
2019 Q4	$300K	Hold	7,233	–	–	﹤0.01%	658
2019 Q3	$306K	Hold	7,233	–	–	﹤0.01%	634
2019 Q2	$285K	Hold	7,233	–	–	﹤0.01%	496
2019 Q1	$268K	Hold	7,233	–	–	﹤0.01%	497
2018 Q4	$241K	Hold	7,233	–	–	﹤0.01%	462
2018 Q3	$234K	Sell	7,233 -1,016	-12%	-$33.1K	﹤0.01%	498
2018 Q2	$263K	Hold	8,249	–	–	﹤0.01%	481
2018 Q1	$279K	Hold	8,249	–	–	﹤0.01%	481
2017 Q4	$302K	Sell	8,249 -300	-4%	-$11.1K	﹤0.01%	479
2017 Q3	$306K	Sell	8,549 -451	-5%	-$16.3K	﹤0.01%	469
2017 Q2	$316K	Sell	9,000 -3,045	-25%	-$101K	﹤0.01%	451
2017 Q1	$399K	Sell	12,045 -1,860	-13%	-$59.4K	﹤0.01%	442
2016 Q4	$429K	Buy	+13,905	New	+$432K	﹤0.01%	434

Other funds holding FTS

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Silvercrest Asset Management's FTS Position: Q2 2026 in Review

Silvercrest Asset Management held its Fortis (FTS) position steady in Q2 2026 at 6,182 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Silvercrest Asset Management first reported a position in FTS in Q4 2016 and has held it in 39 quarters since. The position peaked at $457K in Q1 2022. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Silvercrest Asset Management held 6,182 shares of Fortis worth $354K as of Q2 2026.
Silvercrest Asset Management left its Fortis share count unchanged in Q2 2026.
Fortis made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #745 holding.
Silvercrest Asset Management first reported a position in Fortis in Q4 2016 and has held it in 39 quarters since.
Silvercrest Asset Management's Fortis position peaked at $457K in Q1 2022.
357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.