Global Retirement Partners’s Camden National CAC Stock Holding History

Global Retirement Partners’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 Q4	$347	Buy	+8	New	+$323	﹤0.01%	4053
2023 Q2	–	Sell	-553	Closed	-$16.6K	–	3203
2023 Q1	$16.6K	Buy	553 +121	+28%	+$4.88K	﹤0.01%	1719
2022 Q4	$18K	Hold	432	–	–	﹤0.01%	1526
2022 Q3	$19K	Hold	432	–	–	﹤0.01%	1411
2022 Q2	$19K	Hold	432	–	–	﹤0.01%	1362
2022 Q1	$19K	Buy	+432	New	+$21.3K	﹤0.01%	1358
2021 Q4	–	Sell	-58	Closed	-$3K	–	448
2021 Q3	$3K	Buy	+58	New	+$2.67K	﹤0.01%	1737

Other funds holding CAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Global Retirement Partners's CAC Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Camden National (CAC) in Q4 2025: 8 shares worth $347. The stake represents ﹤0.01% of the portfolio and ranks #4053 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CAC as recently as Q1 2023.

Global Retirement Partners first reported a position in CAC in Q3 2021 and has held it in 7 quarters since. The position peaked at $19K in Q3 2022. 174 funds tracked by Wall St. Rank hold CAC as of Q4 2025.

Global Retirement Partners held 8 shares of Camden National worth $347 as of Q4 2025.
Camden National was a new Global Retirement Partners position in Q4 2025.
Camden National made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4053 holding.
Global Retirement Partners first reported a position in Camden National in Q3 2021 and has held it in 7 quarters since.
Global Retirement Partners's Camden National position peaked at $19K in Q3 2022.
174 funds tracked by Wall St. Rank held Camden National as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.