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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's FTS Position: Q1 2026 in Review

Cornerstone Planning Group increased its Fortis (FTS) stake by 36% in Q1 2026, buying an estimated $2.42K and bringing the position to 165 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Cornerstone Planning Group first reported a position in FTS in Q1 2024 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

Cornerstone Planning Group held 165 shares of Fortis worth $9.48K as of Q1 2026.
Cornerstone Planning Group bought 44 Fortis shares in Q1 2026, an estimated $2.42K.
Fortis made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #912 holding.
Cornerstone Planning Group first reported a position in Fortis in Q1 2024 and has held it in 9 quarters since.
346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.