Creative Planning
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Creative Planning’s Camden National CAC Stock Holding History

Creative Planning’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 		$2.3M Buy
48,470
+4,616
+11% +$216K ﹤0.01% 1791
2025
Q4 		$1.9M Buy
43,854
+5,570
+15% +$225K ﹤0.01% 1759
2025
Q3 		$1.48M Buy
38,284
+496
+1% +$19.9K ﹤0.01% 1775
2025
Q2 		$1.53M Buy
37,788
+140
+0.4% +$5.49K ﹤0.01% 1529
2025
Q1 		$1.52M Sell
37,648
-3,995
-10% -$172K ﹤0.01% 1386
2024
Q4 		$1.78M Buy
41,643
+7,053
+20% +$311K ﹤0.01% 1206
2024
Q3 		$1.43M Buy
34,590
+13,663
+65% +$518K ﹤0.01% 1269
2024
Q2 		$691K Buy
20,927
+8,274
+65% +$261K ﹤0.01% 1684
2024
Q1 		$424K Buy
12,653
+5,907
+88% +$200K ﹤0.01% 1978
2023
Q4 		$254K Buy
+6,746
New +$220K ﹤0.01% 2217
2023
Q3 		– Sell
-7,912
Closed -$245K – 2929
2023
Q2 		$245K Buy
+7,912
New +$253K ﹤0.01% 2064
2022
Q1 		– Sell
-42,030
Closed -$2.02M – 2358
2021
Q4 		$2.02M Hold
42,030
– – ﹤0.01% 685
2021
Q3 		$2.01M Buy
+42,030
New +$1.94M ﹤0.01% 686

Other funds holding CAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Creative Planning's CAC Position: Q1 2026 in Review

Creative Planning increased its Camden National (CAC) stake by 11% in Q1 2026, buying an estimated $216K and bringing the position to 48,470 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Creative Planning first reported a position in CAC in Q3 2021 and has held it in 13 quarters since. 175 funds tracked by Wall St. Rank hold CAC as of Q1 2026.

  • Creative Planning held 48,470 shares of Camden National worth $2.3M as of Q1 2026.
  • Creative Planning bought 4,616 Camden National shares in Q1 2026, an estimated $216K.
  • Camden National made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1791 holding.
  • Creative Planning first reported a position in Camden National in Q3 2021 and has held it in 13 quarters since.
  • 175 funds tracked by Wall St. Rank held Camden National as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.