Cornerstone Planning Group
FTS icon

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
Q3 		– Sell
-171
Closed -$10K – 735
2026
Q2 		$10K 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 		$4.14K 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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Fortis (FTS) in Q3 2026, closing a stake of 171 shares — an estimated $10K sold.

Cornerstone Planning Group first reported a position in FTS in Q1 2024 and held it in 10 quarters. The position peaked at $10K in Q2 2026. 56 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Fortis position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 171 Fortis shares in Q3 2026, an estimated $10K.
  • Cornerstone Planning Group first reported a position in Fortis in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Fortis position peaked at $10K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

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