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 Q2	$489	Buy	+9	New	+$451	﹤0.01%	2928
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
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 $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Clearstead Advisors's CAC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Camden National (CAC) in Q2 2026: 9 shares worth $489. The stake represents ﹤0.01% of the portfolio and ranks #2928 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CAC as recently as Q4 2025.

Clearstead Advisors first reported a position in CAC in Q4 2020 and has held it in 10 quarters since. The position peaked at $26K in Q4 2021. 190 funds tracked by Wall St. Rank hold CAC as of Q2 2026.

Clearstead Advisors held 9 shares of Camden National worth $489 as of Q2 2026.
Camden National was a new Clearstead Advisors position in Q2 2026.
Camden National made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2928 holding.
Clearstead Advisors first reported a position in Camden National in Q4 2020 and has held it in 10 quarters since.
Clearstead Advisors's Camden National position peaked at $26K in Q4 2021.
190 funds tracked by Wall St. Rank held Camden National as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.