GoalVest Advisory’s CAE Inc CAE Stock Holding History

GoalVest Advisory’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	$1.83K	Buy	+73	New	+$1.89K	﹤0.01%	457

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

GoalVest Advisory's CAE Position: Q2 2026 in Review

GoalVest Advisory opened a new position in CAE Inc (CAE) in Q2 2026: 73 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

283 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

GoalVest Advisory held 73 shares of CAE Inc worth $1.83K as of Q2 2026.
CAE Inc was a new GoalVest Advisory position in Q2 2026.
CAE Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #457 holding.
283 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.