Clearstead Advisors’s Camden National CAC Stock Holding History

Clearstead Advisors’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 Q1	–	Sell	-2	Closed	-$87	–	2341
2025 Q4	$87	Sell	2 -8	-80%	-$323	﹤0.01%	2537
2025 Q3	$386	Buy	+10	New	+$402	﹤0.01%	2772
2023 Q4	–	Sell	-540	Closed	-$15.2K	–	1538
2023 Q3	$15.2K	Buy	+540	New	+$17.4K	﹤0.01%	1064
2022 Q3	–	Sell	-540	Closed	-$24K	–	1260
2022 Q2	$24K	Hold	540	–	–	﹤0.01%	755
2022 Q1	$25K	Hold	540	–	–	﹤0.01%	814
2021 Q4	$26K	Hold	540	–	–	﹤0.01%	761
2021 Q3	$26K	Hold	540	–	–	﹤0.01%	727
2021 Q2	$26K	Hold	540	–	–	﹤0.01%	660
2021 Q1	$26K	Hold	540	–	–	﹤0.01%	630
2020 Q4	$19K	Buy	+540	New	+$18.6K	﹤0.01%	638

Other funds holding CAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Clearstead Advisors's CAC Position: Q1 2026 in Review

Clearstead Advisors sold out of Camden National (CAC) in Q1 2026, closing a stake of 2 shares — an estimated $87 sold.

Clearstead Advisors first reported a position in CAC in Q4 2020 and held it in 10 quarters. The position peaked at $26K in Q4 2021. 175 funds tracked by Wall St. Rank hold CAC as of Q1 2026.

Clearstead Advisors reported no remaining Camden National position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 2 Camden National shares in Q1 2026, an estimated $87.
Clearstead Advisors first reported a position in Camden National in Q4 2020 and held it in 10 quarters.
Clearstead Advisors's Camden National position peaked at $26K in Q4 2021.
175 funds tracked by Wall St. Rank held Camden National as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.