CPG
BMO icon

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
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return