Jones Financial Companies
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Jones Financial Companies’s CAE Inc CAE Stock Holding History

Jones Financial Companies’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 		$6.81M Buy
267,057
+44,074
+20% +$1.14M ﹤0.01% 1053
2026
Q1 		$5.77M Buy
222,983
+149,775
+205% +$4.53M ﹤0.01% 1028
2025
Q4 		$2.23M Buy
73,208
+4,271
+6% +$120K ﹤0.01% 901
2025
Q3 		$1.97M Buy
68,937
+13,476
+24% +$379K ﹤0.01% 860
2025
Q2 		$1.56M Buy
55,461
+1,436
+3% +$36.2K ﹤0.01% 830
2025
Q1 		$1.32M Buy
54,025
+19,676
+57% +$479K ﹤0.01% 762
2024
Q4 		$872K Buy
34,349
+14,929
+77% +$315K ﹤0.01% 791
2024
Q3 		$359K Buy
19,420
+14,314
+280% +$257K ﹤0.01% 939
2024
Q2 		$94.9K Sell
5,106
-3,398
-40% -$65.8K ﹤0.01% 1068
2024
Q1 		$176K Buy
8,504
+5,721
+206% +$115K ﹤0.01% 482
2023
Q4 		$60.1K Buy
2,783
+2,710
+3,712% +$57.8K ﹤0.01% 446
2023
Q3 		$1.71K Buy
+73
New +$1.69K ﹤0.01% 583
2023
Q2 		– Sell
-978
Closed -$22.1K – 539
2023
Q1 		$22.1K Hold
978
– – ﹤0.01% 414
2022
Q4 		$19K Hold
978
– – ﹤0.01% 428
2022
Q3 		$15K Buy
+978
New +$20.9K ﹤0.01% 400
2022
Q1 		– Sell
-413
Closed -$10K – 700
2021
Q4 		$10K Hold
413
– – ﹤0.01% 546
2021
Q3 		$12K Buy
+413
New +$12.2K ﹤0.01% 470

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 $199B AUM 37.98% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
JT
Jupiter Topco New York $245B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jones Financial Companies's CAE Position: Q2 2026 in Review

Jones Financial Companies increased its CAE Inc (CAE) stake by 20% in Q2 2026, buying an estimated $1.14M and bringing the position to 267,057 shares worth $6.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Jones Financial Companies first reported a position in CAE in Q3 2021 and has held it in 17 quarters since. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Jones Financial Companies held 267,057 shares of CAE Inc worth $6.81M as of Q2 2026.
  • Jones Financial Companies bought 44,074 CAE Inc shares in Q2 2026, an estimated $1.14M.
  • CAE Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1053 holding.
  • Jones Financial Companies first reported a position in CAE Inc in Q3 2021 and has held it in 17 quarters since.
  • 282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.