West Family Investments’s Fortis FTS Stock Holding History

West Family Investments’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	$210K	Sell	3,675 -146	-4%	-$8.24K	0.06%	438
2026 Q1	$213K	Sell	3,821 -1,398	-27%	-$76.8K	0.07%	238
2025 Q4	$271K	Sell	5,219 -224	-4%	-$11.5K	0.06%	273
2025 Q3	$276K	Buy	5,443 +224	+4%	+$11K	0.06%	299
2025 Q2	$249K	Buy	+5,219	New	+$249K	0.07%	296
2023 Q3	–	Sell	-7,096	Closed	-$306K	–	237
2023 Q2	$306K	Buy	+7,096	New	+$309K	0.12%	155
2022 Q3	–	Sell	-5,945	Closed	-$281K	–	232
2022 Q2	$281K	Buy	5,945 +341	+6%	+$16.7K	0.11%	171
2022 Q1	$277K	Sell	5,604 -234	-4%	-$11K	0.08%	204
2021 Q4	$282K	Sell	5,838 -2,131	-27%	-$96.5K	0.08%	219
2021 Q3	$353K	Buy	7,969 +955	+14%	+$43.2K	0.09%	192
2021 Q2	$310K	Buy	+7,014	New	+$316K	0.08%	221

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

West Family Investments's FTS Position: Q2 2026 in Review

West Family Investments reduced its Fortis (FTS) stake by 3.8% in Q2 2026, selling an estimated $8.24K and leaving 3,675 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #438.

West Family Investments first reported a position in FTS in Q2 2021 and has held it in 11 quarters since. The position peaked at $353K in Q3 2021. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

West Family Investments held 3,675 shares of Fortis worth $210K as of Q2 2026.
West Family Investments sold 146 Fortis shares in Q2 2026, an estimated $8.24K.
Fortis made up 0.06% of West Family Investments's portfolio in Q2 2026, its #438 holding.
West Family Investments first reported a position in Fortis in Q2 2021 and has held it in 11 quarters since.
West Family Investments's Fortis position peaked at $353K in Q3 2021.
357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.