EWA
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EP Wealth Advisors’s Camden National CAC Stock Holding History

EP Wealth 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 		$260K Sell
5,479
-3
-0.1% -$141 ﹤0.01% 1251
2025
Q4 		$238K Buy
+5,482
New +$221K ﹤0.01% 1274

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

EP Wealth Advisors's CAC Position: Q1 2026 in Review

EP Wealth Advisors reduced its Camden National (CAC) stake by 0.05% in Q1 2026, selling an estimated $141 and leaving 5,479 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

EP Wealth Advisors first reported a position in CAC in Q4 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold CAC as of Q1 2026.

  • EP Wealth Advisors held 5,479 shares of Camden National worth $260K as of Q1 2026.
  • EP Wealth Advisors sold 3 Camden National shares in Q1 2026, an estimated $141.
  • Camden National made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1251 holding.
  • EP Wealth Advisors first reported a position in Camden National in Q4 2025 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Camden National as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.