Root Financial Partners’s CAE Inc CAE Stock Holding History

Root Financial Partners’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	–	Sell	-8	Closed	-$208	–	849
2026 Q1	$208	Buy	+8	New	+$242	﹤0.01%	3142

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Root Financial Partners's CAE Position: Q2 2026 in Review

Root Financial Partners sold out of CAE Inc (CAE) in Q2 2026, closing a stake of 8 shares — an estimated $208 sold.

Root Financial Partners first reported a position in CAE in Q1 2026 and held it in 1 quarter. The position peaked at $208 in Q1 2026. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

Root Financial Partners reported no remaining CAE Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 8 CAE Inc shares in Q2 2026, an estimated $208.
Root Financial Partners first reported a position in CAE Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's CAE Inc position peaked at $208 in Q1 2026.
282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.