Pinnacle Wealth Planning Services
CAE icon

Pinnacle Wealth Planning Services’s CAE Inc CAE Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$1.78K Buy
74
+12
+19% +$302 ﹤0.01% 2507
2026
Q2 		$1.55K Buy
62
+13
+27% +$337 ﹤0.01% 2516
2026
Q1 		$1.28K Hold
49
– – ﹤0.01% 2519
2025
Q4 		$1.49K Buy
+49
New +$1.37K ﹤0.01% 2538
2021
Q1 		– Sell
-49
Closed -$1K – 597
2020
Q4 		$1K Buy
+49
New +$1.05K ﹤0.01% 2076

Other funds holding CAE

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Pinnacle Wealth Planning Services's CAE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its CAE Inc (CAE) stake by 19% in Q3 2026, buying an estimated $302 and bringing the position to 74 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Pinnacle Wealth Planning Services first reported a position in CAE in Q4 2020 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold CAE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 74 shares of CAE Inc worth $1.78K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 12 CAE Inc shares in Q3 2026, an estimated $302.
  • CAE Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2507 holding.
  • Pinnacle Wealth Planning Services first reported a position in CAE Inc in Q4 2020 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held CAE Inc as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.