EWA
CAC icon

EverSource Wealth Advisors’s Camden National CAC Stock Holding History

EverSource 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 		$23K Buy
484
+11
+2% +$516 ﹤0.01% 2417
2025
Q4 		$20.5K Buy
473
+39
+9% +$1.57K ﹤0.01% 2369
2025
Q3 		$16.7K Sell
434
-1
-0.2% -$40 ﹤0.01% 2488
2025
Q2 		$17.7K Buy
435
+389
+846% +$15.2K ﹤0.01% 2393
2025
Q1 		$1.86K Sell
46
-8
-15% -$345 ﹤0.01% 2954
2024
Q4 		$2.31K Buy
54
+21
+64% +$926 ﹤0.01% 2657
2024
Q3 		$1.36K Hold
33
– – ﹤0.01% 2643
2024
Q2 		$1.38K Hold
33
– – ﹤0.01% 2655
2024
Q1 		$1.03K Hold
33
– – ﹤0.01% 2565
2023
Q4 		$1.24K Buy
+33
New +$1.08K ﹤0.01% 2325

Other funds holding CAC

BlackRock
BlackRock New York $5.7T 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 $1.96B 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