Guardian Partners Inc. FTS β€” FORTIS INC

Ownership history in Guardian Partners Inc.  Β·  6 quarters on record

AI Ownership Summary

Guardian Partners Inc. reported FORTIS INC (FTS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.44% in 2025 Q1. The latest visible filing shows FTS at 1.43% 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.

What this FTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guardian Partners Inc.'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 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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 Guardian Partners Inc. fund profile Guardian Partners Inc. full holdings
How Guardian Partners Inc. held FTS β€” position size vs. price
% of Fund (quarterly)    FTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 307,724 +64 +0.0% 1.43% $17.2M 2026-05-18 $55.09
2025 Q4 ADDED β€” β€” β€” 307,660 +7,232 +2.4% 1.33% $16.6M 2026-02-17 $56.51
2025 Q3 REDUCED β€” β€” β€” 300,428 -2,712 -0.9% 1.28% $15.2M 2025-11-13 $51.47
2025 Q2 ADDED β€” β€” β€” 303,140 +4,832 +1.6% 1.28% $14.2M 2025-08-07 $49.53
2025 Q1 ADDED β€” β€” β€” 298,308 +6,712 +2.3% 1.44% $13.9M 2025-05-16 $45.98
2024 Q4 INITIATED β€” β€” β€” 291,596 β€” β€” 1.25% $12.2M 2025-02-11 $42.04

🏒 Other funds also holding FTS

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.06%

FAQ About Guardian Partners Inc. and FTS

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

How long has Guardian Partners Inc. reported owning FTS?

Guardian Partners Inc. reported FTS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FTS position in Guardian Partners Inc.'s portfolio?

The largest reported portfolio weight for FTS was 1.44% in 2025 Q1.

What is the latest reported FTS position on this page?

The most recent filing on this page is 2026 Q1, when Guardian Partners Inc. reported 307,724 shares, equal to 1.43% of portfolio, with an estimated market value of $17.2M.

What does the chart on this FTS ownership page compare?

The chart compares Guardian Partners Inc.'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.

How well did Guardian Partners Inc. time their FTS position?

Based on 13F filing dates vs. subsequent FTS price moves, Guardian Partners Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on FTS relative to SPY over the holding period was +4.6%.

← Back to Guardian Partners Inc. Holdings