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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
Q2 		– Sell
-5,479
Closed -$260K – 1742
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 $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

EP Wealth Advisors's CAC Position: Q2 2026 in Review

EP Wealth Advisors sold out of Camden National (CAC) in Q2 2026, closing a stake of 5,479 shares — an estimated $260K sold.

EP Wealth Advisors first reported a position in CAC in Q4 2025 and held it in 2 quarters. The position peaked at $260K in Q1 2026. 191 funds tracked by Wall St. Rank hold CAC as of Q2 2026.

  • EP Wealth Advisors reported no remaining Camden National position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,479 Camden National shares in Q2 2026, an estimated $260K.
  • EP Wealth Advisors first reported a position in Camden National in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Camden National position peaked at $260K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Camden National as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.