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 Q2	$12.7K	Sell	235 -249	-51%	-$12.5K	﹤0.01%	2755
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Camden National (CAC) stake by 51% in Q2 2026, selling an estimated $12.5K and leaving 235 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

EverSource Wealth Advisors first reported a position in CAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $23K in Q1 2026. 190 funds tracked by Wall St. Rank hold CAC as of Q2 2026.

EverSource Wealth Advisors held 235 shares of Camden National worth $12.7K as of Q2 2026.
EverSource Wealth Advisors sold 249 Camden National shares in Q2 2026, an estimated $12.5K.
Camden National made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2755 holding.
EverSource Wealth Advisors first reported a position in Camden National in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Camden National position peaked at $23K in Q1 2026.
190 funds tracked by Wall St. Rank held Camden National as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.