Principal Financial Group
CAC icon

Principal Financial Group’s Camden National CAC Stock Holding History

Principal Financial Group’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
-14,034
Closed -$570K – 2262
2025
Q2 		$570K Buy
+14,034
New +$550K ﹤0.01% 1975
2022
Q4 		– Sell
-4,736
Closed -$202K – 2454
2022
Q3 		$202K Sell
4,736
-5,000
-51% -$227K ﹤0.01% 2204
2022
Q2 		$429K Buy
9,736
+1,330
+16% +$59.7K ﹤0.01% 2092
2022
Q1 		$395K Sell
8,406
-4,194
-33% -$207K ﹤0.01% 2173
2021
Q4 		$607K Buy
+12,600
New +$605K ﹤0.01% 2083
2017
Q4 		– Sell
-5,123
Closed -$224K – 2244
2017
Q3 		$224K Hold
5,123
– – ﹤0.01% 2088
2017
Q2 		$220K Buy
+5,123
New +$216K ﹤0.01% 2115

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

Principal Financial Group's CAC Position: Q3 2025 in Review

Principal Financial Group sold out of Camden National (CAC) in Q3 2025, closing a stake of 14,034 shares — an estimated $570K sold.

Principal Financial Group first reported a position in CAC in Q2 2017 and held it in 7 quarters. The position peaked at $607K in Q4 2021. 166 funds tracked by Wall St. Rank hold CAC as of Q3 2025.

  • Principal Financial Group reported no remaining Camden National position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 14,034 Camden National shares in Q3 2025, an estimated $570K.
  • Principal Financial Group first reported a position in Camden National in Q2 2017 and held it in 7 quarters.
  • Principal Financial Group's Camden National position peaked at $607K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Camden National as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.