JFS Wealth Advisors’s CAE Inc CAE Stock Holding History

JFS Wealth 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 Q2	$1.91K	Hold	76	–	–	﹤0.01%	1622
2026 Q1	$1.98K	Hold	76	–	–	﹤0.01%	1506
2025 Q4	$2.31K	Hold	76	–	–	﹤0.01%	1501
2025 Q3	$2.25K	Hold	76	–	–	﹤0.01%	1410
2025 Q2	$2.23K	Sell	76 -41	-35%	-$1.03K	﹤0.01%	1369
2025 Q1	$2.88K	Hold	117	–	–	﹤0.01%	1333
2024 Q4	$2.97K	Buy	117 +39	+50%	+$822	﹤0.01%	1321
2024 Q3	$1.46K	Buy	78 +17	+28%	+$305	﹤0.01%	1594
2024 Q2	$1.13K	Buy	61 +11	+22%	+$213	﹤0.01%	1640
2024 Q1	$1.03K	Sell	50 -12	-19%	-$241	﹤0.01%	1652
2023 Q4	$1.34K	Sell	62 -11	-15%	-$235	﹤0.01%	1562
2023 Q3	$1.71K	Buy	73 +15	+26%	+$347	﹤0.01%	1423
2023 Q2	$1.3K	Sell	58 -3	-5%	-$66	﹤0.01%	1524
2023 Q1	$1.38K	Buy	61 +7	+13%	+$153	﹤0.01%	1494
2022 Q4	$1.04K	Sell	54 -41	-43%	-$788	﹤0.01%	1586
2022 Q3	$1K	Buy	95 +8	+9%	+$171	﹤0.01%	1496
2022 Q2	$2K	Buy	87 +19	+28%	+$471	﹤0.01%	1286
2022 Q1	$2K	Buy	+68	New	+$1.73K	﹤0.01%	1383

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

JFS Wealth Advisors's CAE Position: Q2 2026 in Review

JFS Wealth Advisors held its CAE Inc (CAE) position steady in Q2 2026 at 76 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

JFS Wealth Advisors first reported a position in CAE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.97K in Q4 2024. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

JFS Wealth Advisors held 76 shares of CAE Inc worth $1.91K as of Q2 2026.
JFS Wealth Advisors left its CAE Inc share count unchanged in Q2 2026.
CAE Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1622 holding.
JFS Wealth Advisors first reported a position in CAE Inc in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's CAE Inc position peaked at $2.97K in Q4 2024.
282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.