Birchbrook’s Camden National CAC Stock Holding History

Birchbrook’s Portfolio CAC Stock Details CAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$96.9K	Hold	1,750	–	–	0.05%	104
2026 Q2	$94.9K	Hold	1,750	–	–	0.04%	110
2026 Q1	$83K	Buy	1,750 +1,000	+133%	+$46.9K	0.04%	108
2025 Q4	$32.5K	Hold	750	–	–	0.02%	145
2025 Q3	$28.9K	Hold	750	–	–	0.02%	145
2025 Q2	$30.4K	Hold	750	–	–	0.02%	138
2025 Q1	$30.4K	Hold	750	–	–	0.02%	137
2024 Q4	$32.1K	Hold	750	–	–	0.02%	138
2024 Q3	$31K	Hold	750	–	–	0.02%	132
2024 Q2	$24.8K	Hold	750	–	–	0.01%	150
2024 Q1	$25.1K	Hold	750	–	–	0.01%	153
2023 Q4	$28.2K	Buy	+750	New	+$24.5K	0.02%	147

Other funds holding CAC

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Founders Capital Management (Connecticut) East Hartford, Connecticut $684M AUM 20.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return

Birchbrook's CAC Position: Q3 2026 in Review

Birchbrook held its Camden National (CAC) position steady in Q3 2026 at 1,750 shares worth $96.9K. The position accounts for 0.05% of the portfolio, ranked #104.

Birchbrook first reported a position in CAC in Q4 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold CAC as of Q3 2026.

Birchbrook held 1,750 shares of Camden National worth $96.9K as of Q3 2026.
Birchbrook left its Camden National share count unchanged in Q3 2026.
Camden National made up 0.05% of Birchbrook's portfolio in Q3 2026, its #104 holding.
Birchbrook first reported a position in Camden National in Q4 2023 and has held it in 12 quarters since.
48 funds tracked by Wall St. Rank held Camden National as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.