IFP Advisors’s CAE Inc CAE Stock Holding History

IFP Advisors’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 Q1	–	Sell	-87	Closed	-$2.65K	–	5039
2025 Q4	$2.65K	Sell	87 -31	-26%	-$869	﹤0.01%	3729
2025 Q3	$3.5K	Sell	118 -3	-2%	-$84	﹤0.01%	3449
2025 Q2	$3.54K	Hold	121	–	–	﹤0.01%	3607
2025 Q1	$2.98K	Buy	+121	New	+$2.95K	﹤0.01%	3016
2023 Q4	–	Sell	-22	Closed	-$514	–	3087
2023 Q3	$514	Buy	+22	New	+$509	﹤0.01%	3102
2022 Q4	–	Sell	-219	Closed	-$18K	–	4629
2022 Q3	$18K	Hold	219	–	–	﹤0.01%	3171
2022 Q2	$18K	Hold	219	–	–	﹤0.01%	2923
2022 Q1	$18K	Buy	+219	New	+$5.57K	﹤0.01%	2923
2018 Q4	–	Sell	-216	Closed	-$4K	–	3544
2018 Q3	$4K	Hold	216	–	–	﹤0.01%	3275
2018 Q2	$4K	Hold	216	–	–	﹤0.01%	3338
2018 Q1	$4K	Hold	216	–	–	﹤0.01%	3242
2017 Q4	$4K	Buy	+216	New	+$3.82K	﹤0.01%	3291

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

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

IFP Advisors's CAE Position: Q1 2026 in Review

IFP Advisors sold out of CAE Inc (CAE) in Q1 2026, closing a stake of 87 shares — an estimated $2.65K sold.

IFP Advisors first reported a position in CAE in Q4 2017 and held it in 12 quarters. The position peaked at $18K in Q3 2022. 294 funds tracked by Wall St. Rank hold CAE as of Q1 2026.

IFP Advisors reported no remaining CAE Inc position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 87 CAE Inc shares in Q1 2026, an estimated $2.65K.
IFP Advisors first reported a position in CAE Inc in Q4 2017 and held it in 12 quarters.
IFP Advisors's CAE Inc position peaked at $18K in Q3 2022.
294 funds tracked by Wall St. Rank held CAE Inc as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.