Cornerstone Planning Group’s Bank of Montreal BMO Stock Holding History

Cornerstone Planning Group’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-134	Closed	-$24K	–	358
2026 Q2	$24K	Hold	134	–	–	﹤0.01%	609
2026 Q1	$20.2K	Buy	134 +25	+23%	+$3.47K	﹤0.01%	664
2025 Q4	$15.2K	Buy	109 +16	+17%	+$2.03K	﹤0.01%	670
2025 Q3	$11.5K	Hold	93	–	–	﹤0.01%	736
2025 Q2	$10.4K	Buy	93 +35	+60%	+$3.53K	﹤0.01%	548
2025 Q1	$5.46K	Hold	58	–	–	﹤0.01%	705
2024 Q4	$5.85K	Buy	58 +15	+35%	+$1.42K	﹤0.01%	545
2024 Q3	$4K	Buy	43 +11	+34%	+$938	﹤0.01%	619
2024 Q2	$2.53K	Buy	32 +20	+167%	+$1.82K	﹤0.01%	713
2024 Q1	$1.1K	Buy	+12	New	+$1.13K	﹤0.01%	763

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Cornerstone Planning Group's BMO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Bank of Montreal (BMO) in Q3 2026, closing a stake of 134 shares — an estimated $24K sold.

Cornerstone Planning Group first reported a position in BMO in Q1 2024 and held it in 10 quarters. The position peaked at $24K in Q2 2026. 152 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Cornerstone Planning Group reported no remaining Bank of Montreal position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 134 Bank of Montreal shares in Q3 2026, an estimated $24K.
Cornerstone Planning Group first reported a position in Bank of Montreal in Q1 2024 and held it in 10 quarters.
Cornerstone Planning Group's Bank of Montreal position peaked at $24K in Q2 2026.
152 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.