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Cornerstone Planning Group’s Fortis FTS Stock Holding History

Cornerstone Planning Group’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.98K Buy
171
+6
+4% +$338 ﹤0.01% 893
2026
Q1 		$9.48K Buy
165
+44
+36% +$2.42K ﹤0.01% 912
2025
Q4 		$6.46K Buy
121
+39
+48% +$2K ﹤0.01% 906
2025
Q3 		$4.14K Hold
82
– – ﹤0.01% 1005
2025
Q2 		$4.13K Buy
82
+27
+49% +$1.29K ﹤0.01% 770
2025
Q1 		$2.66K Hold
55
– – ﹤0.01% 909
2024
Q4 		$2.39K Buy
55
+18
+49% +$787 ﹤0.01% 747
2024
Q3 		$1.6K Buy
37
+6
+19% +$256 ﹤0.01% 830
2024
Q2 		$1.3K Buy
31
+7
+29% +$276 ﹤0.01% 887
2024
Q1 		$958 Buy
+24
New +$956 ﹤0.01% 791

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Cornerstone Planning Group increased its Fortis (FTS) stake by 3.6% in Q2 2026, buying an estimated $338 and bringing the position to 171 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Cornerstone Planning Group first reported a position in FTS in Q1 2024 and has held it in 10 quarters since. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Cornerstone Planning Group held 171 shares of Fortis worth $9.98K as of Q2 2026.
  • Cornerstone Planning Group bought 6 Fortis shares in Q2 2026, an estimated $338.
  • Fortis made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #893 holding.
  • Cornerstone Planning Group first reported a position in Fortis in Q1 2024 and has held it in 10 quarters since.
  • 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

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