LPL Financial’s Camden National CAC Stock Holding History

LPL Financial’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 Q1	–	Sell	-6,982	Closed	-$298K	–	5372
2024 Q4	$298K	Buy	6,982 +257	+4%	+$11.3K	﹤0.01%	4529
2024 Q3	$278K	Buy	+6,725	New	+$255K	﹤0.01%	4499

Other funds holding CAC

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial's CAC Position: Q1 2025 in Review

LPL Financial sold out of Camden National (CAC) in Q1 2025, closing a stake of 6,982 shares — an estimated $298K sold.

LPL Financial first reported a position in CAC in Q3 2024 and held it in 2 quarters. The position peaked at $298K in Q4 2024. 168 funds tracked by Wall St. Rank hold CAC as of Q1 2025.

LPL Financial reported no remaining Camden National position as of Q1 2025 after selling out during the quarter.
LPL Financial sold 6,982 Camden National shares in Q1 2025, an estimated $298K.
LPL Financial first reported a position in Camden National in Q3 2024 and held it in 2 quarters.
LPL Financial's Camden National position peaked at $298K in Q4 2024.
168 funds tracked by Wall St. Rank held Camden National as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.