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Rothschild Investment LLC’s Camden National CAC Stock Holding History

Rothschild Investment LLC’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
2026
Q2 		$1.74K Buy
32
+5
+19% +$251 ﹤0.01% 2811
2026
Q1 		$1.28K Buy
27
+7
+35% +$328 ﹤0.01% 2763
2025
Q4 		$868 Buy
20
+1
+5% +$40 ﹤0.01% 2727
2025
Q3 		$733 Buy
19
+4
+27% +$161 ﹤0.01% 2709
2025
Q2 		$609 Sell
15
-15
-50% -$588 ﹤0.01% 2673
2025
Q1 		$1.21K Buy
30
+5
+20% +$216 ﹤0.01% 2225
2024
Q4 		$1.07K Buy
25
+20
+400% +$882 ﹤0.01% 2175
2024
Q3 		$207 Hold
5
– – ﹤0.01% 2708
2024
Q2 		$165 Buy
+5
New +$158 ﹤0.01% 2544

Other funds holding CAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KB
Kimelman & Baird New York $1.35B AUM 25.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $403M AUM 24.32% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CNB
Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Rothschild Investment LLC's CAC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Camden National (CAC) stake by 19% in Q2 2026, buying an estimated $251 and bringing the position to 32 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

Rothschild Investment LLC first reported a position in CAC in Q2 2024 and has held it in 9 quarters since. 71 funds tracked by Wall St. Rank hold CAC as of Q2 2026.

  • Rothschild Investment LLC held 32 shares of Camden National worth $1.74K as of Q2 2026.
  • Rothschild Investment LLC bought 5 Camden National shares in Q2 2026, an estimated $251.
  • Camden National made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2811 holding.
  • Rothschild Investment LLC first reported a position in Camden National in Q2 2024 and has held it in 9 quarters since.
  • 71 funds tracked by Wall St. Rank held Camden National as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.