SFA
CAE icon

Sequoia Financial Advisors’s CAE Inc CAE Stock Holding History

Sequoia Financial Advisors’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 		$1.3M Buy
51,690
+1,419
+3% +$36.7K 0.01% 828
2026
Q1 		$1.31M Buy
50,271
+399
+0.8% +$12.1K 0.01% 777
2025
Q4 		$1.52M Sell
49,872
-207
-0.4% -$5.81K 0.01% 693
2025
Q3 		$1.48M Buy
50,079
+394
+0.8% +$11.1K 0.01% 622
2025
Q2 		$1.45M Buy
49,685
+129
+0.3% +$3.25K 0.01% 560
2025
Q1 		$1.22M Buy
49,556
+28,237
+132% +$688K 0.01% 558
2024
Q4 		$541K Buy
21,319
+104
+0.5% +$2.19K 0.01% 771
2024
Q3 		$398K Sell
21,215
-2,184
-9% -$39.1K ﹤0.01% 843
2024
Q2 		$435K Sell
23,399
-710
-3% -$13.8K 0.01% 750
2024
Q1 		$498K Buy
24,109
+1,239
+5% +$24.9K 0.01% 690
2023
Q4 		$494K Buy
22,870
+1,361
+6% +$29K 0.01% 734
2023
Q3 		$502K Buy
21,509
+1,578
+8% +$36.5K 0.01% 525
2023
Q2 		$446K Buy
19,931
+321
+2% +$7.11K 0.01% 555
2023
Q1 		$444K Buy
19,610
+85
+0.4% +$1.86K 0.01% 498
2022
Q4 		$378K Buy
+19,525
New +$375K 0.01% 516

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

Sequoia Financial Advisors's CAE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its CAE Inc (CAE) stake by 2.8% in Q2 2026, buying an estimated $36.7K and bringing the position to 51,690 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #828.

Sequoia Financial Advisors first reported a position in CAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q4 2025. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Sequoia Financial Advisors held 51,690 shares of CAE Inc worth $1.3M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,419 CAE Inc shares in Q2 2026, an estimated $36.7K.
  • CAE Inc made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #828 holding.
  • Sequoia Financial Advisors first reported a position in CAE Inc in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's CAE Inc position peaked at $1.52M in Q4 2025.
  • 282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.