Capital Advisors Ltd’s CAE Inc CAE Stock Holding History

Capital Advisors Ltd’s Portfolio CAE Stock Details CAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16K	Hold	625	–	–	﹤0.01%	742
2026 Q1	$16K	Hold	625	–	–	﹤0.01%	712
2025 Q4	$19K	Hold	625	–	–	﹤0.01%	663
2025 Q3	$19K	Hold	625	–	–	﹤0.01%	653
2025 Q2	$18K	Hold	625	–	–	﹤0.01%	645
2025 Q1	$15K	Hold	625	–	–	﹤0.01%	667
2024 Q4	$16K	Hold	625	–	–	﹤0.01%	655
2024 Q3	$12K	Hold	625	–	–	﹤0.01%	728
2024 Q2	$12K	Hold	625	–	–	﹤0.01%	706
2024 Q1	$13K	Hold	625	–	–	﹤0.01%	662
2023 Q4	$13K	Hold	625	–	–	﹤0.01%	642
2023 Q3	$15K	Hold	625	–	–	﹤0.01%	603
2023 Q2	$14K	Hold	625	–	–	﹤0.01%	620
2023 Q1	$14K	Hold	625	–	–	﹤0.01%	495
2022 Q4	$12K	Buy	+625	New	+$12K	﹤0.01%	526

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Advisors Ltd's CAE Position: Q2 2026 in Review

Capital Advisors Ltd held its CAE Inc (CAE) position steady in Q2 2026 at 625 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Capital Advisors Ltd first reported a position in CAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $19K in Q4 2025. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

Capital Advisors Ltd held 625 shares of CAE Inc worth $16K as of Q2 2026.
Capital Advisors Ltd left its CAE Inc share count unchanged in Q2 2026.
CAE Inc made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #742 holding.
Capital Advisors Ltd first reported a position in CAE Inc in Q4 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's CAE Inc position peaked at $19K in Q4 2025.
282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.