Towarzystwo Funduszy Inwestycyjnych PZU SA’s Fortis FTS Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$11.4K	Hold	200	–	–	﹤0.01%	659
2026 Q1	$11.1K	Sell	200 -500	-71%	-$27.5K	﹤0.01%	648
2025 Q4	$36.5K	Hold	700	–	–	0.01%	521
2025 Q3	$35.5K	Buy	700 +428	+157%	+$21K	0.01%	501
2025 Q2	$12.9K	Hold	272	–	–	﹤0.01%	618
2025 Q1	$12.4K	Hold	272	–	–	﹤0.01%	609
2024 Q4	$11.3K	Hold	272	–	–	﹤0.01%	581
2024 Q3	$12.4K	Hold	272	–	–	﹤0.01%	528
2024 Q2	$10.5K	Hold	272	–	–	﹤0.01%	511
2024 Q1	$10.7K	Hold	272	–	–	﹤0.01%	516
2023 Q4	$11.2K	Buy	+272	New	+$11K	0.01%	499
2021 Q3	$12K	Hold	272	–	–	0.01%	358
2021 Q2	$12K	Hold	272	–	–	0.01%	349
2021 Q1	$11.8K	Hold	272	–	–	0.02%	312
2020 Q4	$11.1K	Buy	+272	New	+$11.2K	0.01%	314

Other funds holding FTS

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's FTS Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA held its Fortis (FTS) position steady in Q2 2026 at 200 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in FTS in Q4 2020 and has held it in 15 quarters since. The position peaked at $36.5K in Q4 2025. 222 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 200 shares of Fortis worth $11.4K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA left its Fortis share count unchanged in Q2 2026.
Fortis made up ﹤0.01% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #659 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Fortis in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Fortis position peaked at $36.5K in Q4 2025.
222 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.