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Rise Advisors’s Camden National CAC Stock Holding History

Rise 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
Q4 		– Sell
-469
Closed -$18.1K – 302
2025
Q3 		$18.1K Hold
469
– – 0.01% 642
2025
Q2 		$19K Hold
469
– – 0.01% 567
2025
Q1 		$19K Buy
+469
New +$20.2K 0.01% 526

Other funds holding CAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Rise Advisors's CAC Position: Q4 2025 in Review

Rise Advisors sold out of Camden National (CAC) in Q4 2025, closing a stake of 469 shares — an estimated $18.1K sold.

Rise Advisors first reported a position in CAC in Q1 2025 and held it in 3 quarters. The position peaked at $19K in Q2 2025. 174 funds tracked by Wall St. Rank hold CAC as of Q4 2025.

  • Rise Advisors reported no remaining Camden National position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 469 Camden National shares in Q4 2025, an estimated $18.1K.
  • Rise Advisors first reported a position in Camden National in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Camden National position peaked at $19K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Camden National as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.