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United Capital Financial Advisors’s Fortis FTS Stock Holding History

United Capital 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 		$331K Buy
5,779
+1,368
+31% +$77.2K ﹤0.01% 1327
2026
Q1 		$246K Buy
+4,411
New +$242K ﹤0.01% 1459
2023
Q2 		– Sell
-6,495
Closed -$276K – 925
2023
Q1 		$276K Sell
6,495
-88
-1% -$3.6K ﹤0.01% 843
2022
Q4 		$264K Buy
6,583
+861
+15% +$33.7K ﹤0.01% 915
2022
Q3 		$217K Buy
+5,722
New +$259K ﹤0.01% 994
2020
Q1 		– Sell
-6,000
Closed -$249K – 1255
2019
Q4 		$249K Buy
+6,000
New +$245K ﹤0.01% 1215
2019
Q3 		– Sell
-5,552
Closed -$219K – 1381
2019
Q2 		$219K Sell
5,552
-14
-0.3% -$529 ﹤0.01% 1342
2019
Q1 		$206K Buy
+5,566
New +$198K ﹤0.01% 1260
2018
Q3 		– Sell
-320,432
Closed -$10.2M – 1350
2018
Q2 		$10.2M Buy
320,432
+26,235
+9% +$856K 0.08% 295
2018
Q1 		$9.94M Buy
294,197
+6,260
+2% +$212K 0.08% 295
2017
Q4 		$10.6M Buy
287,937
+2,585
+0.9% +$95.4K 0.08% 288
2017
Q3 		$10.2M Sell
285,352
-3,751
-1% -$135K 0.09% 278
2017
Q2 		$13.2M Buy
289,103
+11,241
+4% +$374K 0.12% 202
2017
Q1 		$9.21M Buy
277,862
+24,469
+10% +$781K 0.09% 279
2016
Q4 		$7.83M Buy
+253,393
New +$7.86M 0.08% 307

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

United Capital Financial Advisors's FTS Position: Q2 2026 in Review

United Capital Financial Advisors increased its Fortis (FTS) stake by 31% in Q2 2026, buying an estimated $77.2K and bringing the position to 5,779 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

United Capital Financial Advisors first reported a position in FTS in Q4 2016 and has held it in 15 quarters since. The position peaked at $13.2M in Q2 2017. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • United Capital Financial Advisors held 5,779 shares of Fortis worth $331K as of Q2 2026.
  • United Capital Financial Advisors bought 1,368 Fortis shares in Q2 2026, an estimated $77.2K.
  • Fortis made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1327 holding.
  • United Capital Financial Advisors first reported a position in Fortis in Q4 2016 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Fortis position peaked at $13.2M in Q2 2017.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.