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Twin Peaks Wealth Advisors’s Fortis FTS Stock Holding History

Twin Peaks Wealth 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 		– Sell
-299
Closed -$16.7K – 971
2026
Q1 		$16.7K Buy
+299
New +$16.4K ﹤0.01% 799
2025
Q3 		– Sell
-233
Closed -$11.8K – 896
2025
Q2 		$11.8K Buy
+233
New +$11.1K ﹤0.01% 854

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

Twin Peaks Wealth Advisors's FTS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fortis (FTS) in Q2 2026, closing a stake of 299 shares — an estimated $16.7K sold.

Twin Peaks Wealth Advisors first reported a position in FTS in Q2 2025 and held it in 2 quarters. The position peaked at $16.7K in Q1 2026. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Fortis position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 299 Fortis shares in Q2 2026, an estimated $16.7K.
  • Twin Peaks Wealth Advisors first reported a position in Fortis in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Fortis position peaked at $16.7K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.