Steward Partners Investment Advisory’s Camden National CAC Stock Holding History

Steward Partners Investment Advisory’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	$8.13K	Hold	150	–	–	﹤0.01%	3813
2026 Q1	$7.12K	Hold	150	–	–	﹤0.01%	3681
2025 Q4	$6.51K	Sell	150 -375	-71%	-$15.1K	﹤0.01%	3607
2025 Q3	$20.3K	Hold	525	–	–	﹤0.01%	3091
2025 Q2	$21.3K	Hold	525	–	–	﹤0.01%	2896
2025 Q1	$21.2K	Hold	525	–	–	﹤0.01%	2780
2024 Q4	$22.4K	Buy	525 +375	+250%	+$16.5K	﹤0.01%	2731
2024 Q3	$6.2K	Hold	150	–	–	﹤0.01%	3116
2024 Q2	$4.95K	Hold	150	–	–	﹤0.01%	3046
2024 Q1	$5.03K	Hold	150	–	–	﹤0.01%	3044
2023 Q4	$5.64K	Hold	150	–	–	﹤0.01%	2914
2023 Q3	$4.23K	Hold	150	–	–	﹤0.01%	2881
2023 Q2	$4.65K	Hold	150	–	–	﹤0.01%	2811
2023 Q1	$5.43K	Hold	150	–	–	﹤0.01%	2763
2022 Q4	$6.25K	Hold	150	–	–	﹤0.01%	2689
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	2685
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	2623
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	2763
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	2712
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	2705
2021 Q2	$7K	Hold	150	–	–	﹤0.01%	6363
2021 Q1	$7.18K	Hold	150	–	–	﹤0.01%	2906
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	2505
2020 Q3	$5K	Hold	150	–	–	﹤0.01%	2351
2020 Q2	$5K	Buy	+150	New	+$4.74K	﹤0.01%	2255
2018 Q4	–	Sell	-17	Closed	-$1K	–	950
2018 Q3	$1K	Buy	+17	New	+$769	﹤0.01%	2472

Other funds holding CAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Steward Partners Investment Advisory's CAC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Camden National (CAC) position steady in Q2 2026 at 150 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Steward Partners Investment Advisory first reported a position in CAC in Q3 2018 and has held it in 26 quarters since. The position peaked at $22.4K in Q4 2024. 190 funds tracked by Wall St. Rank hold CAC as of Q2 2026.

Steward Partners Investment Advisory held 150 shares of Camden National worth $8.13K as of Q2 2026.
Steward Partners Investment Advisory left its Camden National share count unchanged in Q2 2026.
Camden National made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3813 holding.
Steward Partners Investment Advisory first reported a position in Camden National in Q3 2018 and has held it in 26 quarters since.
Steward Partners Investment Advisory's Camden National position peaked at $22.4K in Q4 2024.
190 funds tracked by Wall St. Rank held Camden National as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.