LPL Financial
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LPL Financial’s CAE Inc CAE Stock Holding History

LPL Financial’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 		$2.31M Buy
92,223
+15,979
+21% +$414K ﹤0.01% 3596
2026
Q1 		$1.99M Buy
76,244
+12,221
+19% +$370K ﹤0.01% 3518
2025
Q4 		$1.95M Buy
64,023
+10,004
+19% +$281K ﹤0.01% 3438
2025
Q3 		$1.6M Buy
54,019
+4,467
+9% +$126K ﹤0.01% 3529
2025
Q2 		$1.45M Buy
49,552
+1,365
+3% +$34.4K ﹤0.01% 3412
2025
Q1 		$1.18M Buy
48,187
+2,951
+7% +$71.9K ﹤0.01% 3415
2024
Q4 		$1.15M Buy
45,236
+11,061
+32% +$233K ﹤0.01% 3380
2024
Q3 		$641K Buy
34,175
+8,166
+31% +$146K ﹤0.01% 3789
2024
Q2 		$483K Buy
26,009
+10,994
+73% +$213K ﹤0.01% 3905
2024
Q1 		$310K Buy
+15,015
New +$301K ﹤0.01% 4168
2018
Q1 		– Sell
-21,122
Closed -$392K – 3195
2017
Q4 		$392K Hold
21,122
– – ﹤0.01% 2265
2017
Q3 		$370K Sell
21,122
-1,250
-6% -$21.1K ﹤0.01% 2185
2017
Q2 		$386K Buy
+22,372
New +$357K ﹤0.01% 2085

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

LPL Financial's CAE Position: Q2 2026 in Review

LPL Financial increased its CAE Inc (CAE) stake by 21% in Q2 2026, buying an estimated $414K and bringing the position to 92,223 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

LPL Financial first reported a position in CAE in Q2 2017 and has held it in 13 quarters since. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • LPL Financial held 92,223 shares of CAE Inc worth $2.31M as of Q2 2026.
  • LPL Financial bought 15,979 CAE Inc shares in Q2 2026, an estimated $414K.
  • CAE Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3596 holding.
  • LPL Financial first reported a position in CAE Inc in Q2 2017 and has held it in 13 quarters since.
  • 282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.