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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
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 $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

Twin Peaks Wealth Advisors's FTS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fortis (FTS) in Q1 2026: 299 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FTS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FTS in Q2 2025 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 299 shares of Fortis worth $16.7K as of Q1 2026.
  • Fortis was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fortis made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #799 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fortis in Q2 2025 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.