Kovitz Investment Group Partners’s Camden National CAC Stock Holding History

Kovitz Investment Group 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	–	Sell	-7,536	Closed	-$291K	–	574
2025 Q3	$291K	Buy	7,536 +1,708	+29%	+$68.7K	﹤0.01%	1213
2025 Q2	$237K	Buy	5,828 +401	+7%	+$15.7K	﹤0.01%	1223
2025 Q1	$220K	Buy	5,427 +596	+12%	+$25.7K	﹤0.01%	1154
2024 Q4	$206K	Buy	+4,831	New	+$213K	﹤0.01%	1163

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

Kovitz Investment Group Partners's CAC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Camden National (CAC) in Q4 2025, closing a stake of 7,536 shares — an estimated $291K sold.

Kovitz Investment Group Partners first reported a position in CAC in Q4 2024 and held it in 4 quarters. The position peaked at $291K in Q3 2025. 174 funds tracked by Wall St. Rank hold CAC as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Camden National position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 7,536 Camden National shares in Q4 2025, an estimated $291K.
Kovitz Investment Group Partners first reported a position in Camden National in Q4 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's Camden National position peaked at $291K in Q3 2025.
174 funds tracked by Wall St. Rank held Camden National as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.