Root Financial Partners
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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
Q3 		$2.02K Buy
+84
New +$2.11K ﹤0.01% 2638
2026
Q2 		– Sell
-8
Closed -$208 – 849
2026
Q1 		$208 Buy
+8
New +$242 ﹤0.01% 3142

Other funds holding CAE

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Heathbridge Capital Management
Heathbridge Capital Management Toronto, Ontario, Canada $300M AUM 14.01% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Burkett Asset Management
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return

Root Financial Partners's CAE Position: Q3 2026 in Review

Root Financial Partners opened a new position in CAE Inc (CAE) in Q3 2026: 84 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #2638 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CAE as recently as Q1 2026.

Root Financial Partners first reported a position in CAE in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold CAE as of Q3 2026.

  • Root Financial Partners held 84 shares of CAE Inc worth $2.02K as of Q3 2026.
  • CAE Inc was a new Root Financial Partners position in Q3 2026.
  • CAE Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2638 holding.
  • Root Financial Partners first reported a position in CAE Inc in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held CAE Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.