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Foundations Investment Advisors’s Camden National CAC Stock Holding History

Foundations Investment 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
2025
Q3 		– Sell
-6,109
Closed -$248K – 1047
2025
Q2 		$248K Sell
6,109
-450
-7% -$17.6K ﹤0.01% 812
2025
Q1 		$265K Hold
6,559
– – ﹤0.01% 750
2024
Q4 		$280K Buy
+6,559
New +$289K 0.01% 675

Other funds holding CAC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Foundations Investment Advisors's CAC Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Camden National (CAC) in Q3 2025, closing a stake of 6,109 shares — an estimated $248K sold.

Foundations Investment Advisors first reported a position in CAC in Q4 2024 and held it in 3 quarters. The position peaked at $280K in Q4 2024. 166 funds tracked by Wall St. Rank hold CAC as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Camden National position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,109 Camden National shares in Q3 2025, an estimated $248K.
  • Foundations Investment Advisors first reported a position in Camden National in Q4 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's Camden National position peaked at $280K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Camden National as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.