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 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	$1.09K	Buy	+12	New	+$1.13K	﹤0.01%	763

Other funds holding BMO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cornerstone Planning Group's BMO Position: Q2 2026 in Review

Cornerstone Planning Group held its Bank of Montreal (BMO) position steady in Q2 2026 at 134 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Cornerstone Planning Group first reported a position in BMO in Q1 2024 and has held it in 10 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Cornerstone Planning Group held 134 shares of Bank of Montreal worth $24K as of Q2 2026.
Cornerstone Planning Group left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #609 holding.
Cornerstone Planning Group first reported a position in Bank of Montreal in Q1 2024 and has held it in 10 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.