Camden National Bank’s LPL Financial LPLA Stock Holding History

Camden National Bank’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Sell	945 -41	-4%	-$12.3K	0.03%	156
2026 Q1	$297K	Buy	986 +77	+8%	+$25.8K	0.04%	131
2025 Q4	$325K	Sell	909 -27	-3%	-$9.55K	0.04%	124
2025 Q3	$311K	Sell	936 -31	-3%	-$11.2K	0.04%	125
2025 Q2	$363K	Buy	967 +29	+3%	+$10.2K	0.05%	114
2025 Q1	$307K	Sell	938 -166	-15%	-$57.8K	0.05%	121
2024 Q4	$360K	Buy	+1,104	New	+$326K	0.05%	113

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Camden National Bank's LPLA Position: Q2 2026 in Review

Camden National Bank reduced its LPL Financial (LPLA) stake by 4.2% in Q2 2026, selling an estimated $12.3K and leaving 945 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #156.

Camden National Bank first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $363K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Camden National Bank held 945 shares of LPL Financial worth $266K as of Q2 2026.
Camden National Bank sold 41 LPL Financial shares in Q2 2026, an estimated $12.3K.
LPL Financial made up 0.03% of Camden National Bank's portfolio in Q2 2026, its #156 holding.
Camden National Bank first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
Camden National Bank's LPL Financial position peaked at $363K in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Camden National Bank's 13F filing for Q2 2026, filed 31 Jul 2026.