Covestor’s Camden National CAC Stock Holding History

Covestor’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	$0	Buy	+1	New	+$50	﹤0.01%	2503
2025 Q2	–	Sell	-5	Closed	-$196	–	2235
2025 Q1	$0	Sell	5 -2	-29%	-$86	﹤0.01%	2248
2024 Q4	$0	Buy	7 +1	+17%	+$44	﹤0.01%	2260
2024 Q3	$0	Sell	6 -1	-14%	-$38	﹤0.01%	2245
2024 Q2	$0	Sell	7 -1	-13%	-$32	﹤0.01%	2260
2024 Q1	$0	Sell	8 -11	-58%	-$372	﹤0.01%	2261
2023 Q4	$1K	Buy	19 +15	+375%	+$489	﹤0.01%	1934
2023 Q3	$0	Sell	4 -3	-43%	-$97	﹤0.01%	2143
2023 Q2	$0	Buy	7 +1	+17%	+$32	﹤0.01%	2152
2023 Q1	$0	Hold	6	–	–	﹤0.01%	2048
2022 Q4	$0	Buy	6 +3	+100%	+$128	﹤0.01%	2087
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2021
2022 Q2	$0	Sell	3 -61	-95%	-$2.74K	﹤0.01%	1933
2022 Q1	$3K	Buy	64 +9	+16%	+$444	﹤0.01%	1597
2021 Q4	$3K	Buy	+55	New	+$2.64K	﹤0.01%	1455

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 $3.37T AUM 44.26% 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

Covestor's CAC Position: Q2 2026 in Review

Covestor opened a new position in Camden National (CAC) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2503 among its holdings. This is a return to the name: Covestor previously reported a position in CAC as recently as Q1 2025.

Covestor first reported a position in CAC in Q4 2021 and has held it in 15 quarters since. The position peaked at $3K in Q1 2022. 190 funds tracked by Wall St. Rank hold CAC as of Q2 2026.

Covestor held 1 share of Camden National worth $0 as of Q2 2026.
Camden National was a new Covestor position in Q2 2026.
Camden National made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2503 holding.
Covestor first reported a position in Camden National in Q4 2021 and has held it in 15 quarters since.
Covestor's Camden National position peaked at $3K in Q1 2022.
190 funds tracked by Wall St. Rank held Camden National as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.