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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
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

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

Pinnacle Wealth Planning Services's CAE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CAE Inc (CAE) stake by 27% in Q2 2026, buying an estimated $337 and bringing the position to 62 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

Pinnacle Wealth Planning Services first reported a position in CAE in Q4 2020 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 62 shares of CAE Inc worth $1.55K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 CAE Inc shares in Q2 2026, an estimated $337.
  • CAE Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2516 holding.
  • Pinnacle Wealth Planning Services first reported a position in CAE Inc in Q4 2020 and has held it in 4 quarters since.
  • 283 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.