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Larson Financial Group’s CAE Inc CAE Stock Holding History

Larson Financial Group’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 		$827 Sell
33
-6
-15% -$155 ﹤0.01% 3378
2026
Q1 		$1.02K Sell
39
-77
-66% -$2.33K ﹤0.01% 3149
2025
Q4 		$3.53K Buy
+116
New +$3.25K ﹤0.01% 2598

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

Larson Financial Group's CAE Position: Q2 2026 in Review

Larson Financial Group reduced its CAE Inc (CAE) stake by 15% in Q2 2026, selling an estimated $155 and leaving 33 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

Larson Financial Group first reported a position in CAE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.53K in Q4 2025. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Larson Financial Group held 33 shares of CAE Inc worth $827 as of Q2 2026.
  • Larson Financial Group sold 6 CAE Inc shares in Q2 2026, an estimated $155.
  • CAE Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3378 holding.
  • Larson Financial Group first reported a position in CAE Inc in Q4 2025 and has held it in 3 quarters since.
  • Larson Financial Group's CAE Inc position peaked at $3.53K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

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