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Physician Wealth Advisors’s Camden National CAC Stock Holding History

Physician 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
2025
Q2 		– Sell
-16
Closed -$648 – 1836
2025
Q1 		$648 Buy
+16
New +$690 ﹤0.01% 1309

Other funds holding CAC

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Physician Wealth Advisors's CAC Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Camden National (CAC) in Q2 2025, closing a stake of 16 shares — an estimated $648 sold.

Physician Wealth Advisors first reported a position in CAC in Q1 2025 and held it in 1 quarter. The position peaked at $648 in Q1 2025. 167 funds tracked by Wall St. Rank hold CAC as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Camden National position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 16 Camden National shares in Q2 2025, an estimated $648.
  • Physician Wealth Advisors first reported a position in Camden National in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Camden National position peaked at $648 in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Camden National as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.