FTS — FORTIS INC

Ownership history in Community Financial Services Group, LLC  ·  27 quarters on record

AI Ownership Summary

Community Financial Services Group, LLC reported FORTIS INC (FTS) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q1. The latest visible filing shows FTS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Community Financial Services Group, LLC's position in FORTIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTS stock page Community Financial Services Group, LLC fund profile Community Financial Services Group, LLC full holdings
How Community Financial Services Group, LLC held FTS — position size vs. price
% of Fund (quarterly)    FTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,727 -4,843 -73.7% 0.02% $97K 2026-04-08 $57.34
2024 Q4 REDUCED 6,570 -8,458 -56.3% 0.05% $273K 2025-01-29 $40.79
2024 Q3 REDUCED 15,028 -1,368 -8.3% 0.14% $683K 2024-10-21 $42.81
2024 Q2 REDUCED 16,396 -4,340 -20.9% 0.14% $637K 2024-07-25 $38.49
2024 Q1 REDUCED 20,736 -68,314 -76.7% 0.19% $819K 2024-04-23 $36.58
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTS

As of 2026 Q1 — sorted by position size

CIDEL ASSET MANAGEMENT INC 3Y 7Y 2.98% Addenda Capital Inc. 3Y 7Y 0.37% Pacifica Partners Inc. 3Y 0.18% JCIC Asset Management Inc. 3Y 7Y 0.1% Ignite Planners, LLC 3Y 0.07% Versant Capital Management, Inc 3Y 7Y 0.06% Weaver Capital Management LLC 0.05% SIGNATUREFD, LLC 3Y 7Y 0.03% Baskin Financial Services Inc. 3Y 7Y 0.03% Cardinal Capital Management, Inc. 3Y 7Y 0.02%

FAQ About Community Financial Services Group, LLC and FTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Community Financial Services Group, LLC reported owning FTS?

Community Financial Services Group, LLC reported FTS across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FTS position in Community Financial Services Group, LLC's portfolio?

The largest reported portfolio weight for FTS was 0.19% in 2024 Q1.

What is the latest reported FTS position on this page?

The most recent filing on this page is 2026 Q1, when Community Financial Services Group, LLC reported 1,727 shares, equal to 0.02% of portfolio, with an estimated market value of $97K.

What does the chart on this FTS ownership page compare?

The chart compares Community Financial Services Group, LLC's quarterly FTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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