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
Q2 		$3.09M Buy
56,995
+8,525
+18% +$427K ﹤0.01% 1758
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 $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Creative Planning's CAC Position: Q2 2026 in Review

Creative Planning increased its Camden National (CAC) stake by 18% in Q2 2026, buying an estimated $427K and bringing the position to 56,995 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Creative Planning first reported a position in CAC in Q3 2021 and has held it in 14 quarters since. 190 funds tracked by Wall St. Rank hold CAC as of Q2 2026.

  • Creative Planning held 56,995 shares of Camden National worth $3.09M as of Q2 2026.
  • Creative Planning bought 8,525 Camden National shares in Q2 2026, an estimated $427K.
  • Camden National made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1758 holding.
  • Creative Planning first reported a position in Camden National in Q3 2021 and has held it in 14 quarters since.
  • 190 funds tracked by Wall St. Rank held Camden National as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.