VWM
FTS icon

Venturi Wealth Management’s Fortis FTS Stock Holding History

Venturi Wealth 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 		$358K Buy
6,264
+1,109
+22% +$62.6K 0.01% 458
2026
Q1 		$288K Buy
+5,155
New +$283K 0.01% 481
2025
Q1 		– Sell
-346
Closed -$14.4K – 1051
2024
Q4 		$14.4K Buy
346
+143
+70% +$6.25K ﹤0.01% 1342
2024
Q3 		$9.22K Buy
203
+106
+109% +$4.53K ﹤0.01% 1215
2024
Q2 		$3.77K Buy
+97
New +$3.83K ﹤0.01% 1279

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

Venturi Wealth Management's FTS Position: Q2 2026 in Review

Venturi Wealth Management increased its Fortis (FTS) stake by 22% in Q2 2026, buying an estimated $62.6K and bringing the position to 6,264 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #458.

Venturi Wealth Management first reported a position in FTS in Q2 2024 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Venturi Wealth Management held 6,264 shares of Fortis worth $358K as of Q2 2026.
  • Venturi Wealth Management bought 1,109 Fortis shares in Q2 2026, an estimated $62.6K.
  • Fortis made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Venturi Wealth Management first reported a position in Fortis in Q2 2024 and has held it in 5 quarters since.
  • 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.