Steward Partners Investment Advisory’s CAE Inc CAE Stock Holding History

Steward Partners Investment Advisory’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	$2.91K	Buy	116 +81	+231%	+$2.1K	﹤0.01%	4141
2026 Q1	$912	Hold	35	–	–	﹤0.01%	4196
2025 Q4	$1.06K	Hold	35	–	–	﹤0.01%	4082
2025 Q3	$1.04K	Hold	35	–	–	﹤0.01%	4046
2025 Q2	$1.02K	Hold	35	–	–	﹤0.01%	3856
2025 Q1	$861	Buy	+35	New	+$853	﹤0.01%	3798
2024 Q3	–	Sell	-8	Closed	-$149	–	3760
2024 Q2	$149	Hold	8	–	–	﹤0.01%	3540
2024 Q1	$165	Sell	8 -46	-85%	-$923	﹤0.01%	3481
2023 Q4	$1.17K	Sell	54 -4	-7%	-$85	﹤0.01%	3290
2023 Q3	$1.35K	Hold	58	–	–	﹤0.01%	3147
2023 Q2	$1.3K	Sell	58 -87	-60%	-$1.93K	﹤0.01%	3094
2023 Q1	$3.28K	Sell	145 -94	-39%	-$2.05K	﹤0.01%	2915
2022 Q4	$4.62K	Sell	239 -67	-22%	-$1.29K	﹤0.01%	2802
2022 Q3	$5K	Buy	+306	New	+$6.54K	﹤0.01%	2743

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

Steward Partners Investment Advisory's CAE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its CAE Inc (CAE) stake by 231% in Q2 2026, buying an estimated $2.1K and bringing the position to 116 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4141.

Steward Partners Investment Advisory first reported a position in CAE in Q3 2022 and has held it in 14 quarters since. The position peaked at $5K in Q3 2022. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

Steward Partners Investment Advisory held 116 shares of CAE Inc worth $2.91K as of Q2 2026.
Steward Partners Investment Advisory bought 81 CAE Inc shares in Q2 2026, an estimated $2.1K.
CAE Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4141 holding.
Steward Partners Investment Advisory first reported a position in CAE Inc in Q3 2022 and has held it in 14 quarters since.
Steward Partners Investment Advisory's CAE Inc position peaked at $5K in Q3 2022.
282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.