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BFC Planning, Inc.’s CAE Inc CAE Stock Holding History

BFC Planning, Inc.’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 		$6.87K Hold
274
– – ﹤0.01% 2547
2026
Q1 		$7.14K Buy
274
+40
+17% +$1.21K ﹤0.01% 2168
2025
Q4 		$7.12K Hold
234
– – ﹤0.01% 2204
2025
Q3 		$6.94K Buy
234
+110
+89% +$3.1K ﹤0.01% 2078
2025
Q2 		$3.63K Buy
124
+65
+110% +$1.64K ﹤0.01% 2163
2025
Q1 		$1.45K Buy
+59
New +$1.44K ﹤0.01% 2370

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Browning West
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BFC Planning, Inc.'s CAE Position: Q2 2026 in Review

BFC Planning, Inc. held its CAE Inc (CAE) position steady in Q2 2026 at 274 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

BFC Planning, Inc. first reported a position in CAE in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.14K in Q1 2026. 285 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • BFC Planning, Inc. held 274 shares of CAE Inc worth $6.87K as of Q2 2026.
  • BFC Planning, Inc. left its CAE Inc share count unchanged in Q2 2026.
  • CAE Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2547 holding.
  • BFC Planning, Inc. first reported a position in CAE Inc in Q1 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s CAE Inc position peaked at $7.14K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.