True Wealth Design’s Camden National CAC Stock Holding History

True Wealth Design’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	$2.17K	Hold	40	–	–	﹤0.01%	1655
2026 Q1	$1.9K	Hold	40	–	–	﹤0.01%	1566
2025 Q4	$1.74K	Buy	40 +4	+11%	+$161	﹤0.01%	1504
2025 Q3	$1.39K	Buy	36 +31	+620%	+$1.25K	﹤0.01%	1628
2025 Q2	$203	Hold	5	–	–	﹤0.01%	2068
2025 Q1	$203	Buy	+5	New	+$216	﹤0.01%	1949

Other funds holding CAC

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CSI

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

True Wealth Design's CAC Position: Q2 2026 in Review

True Wealth Design held its Camden National (CAC) position steady in Q2 2026 at 40 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

True Wealth Design first reported a position in CAC in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold CAC as of Q2 2026.

True Wealth Design held 40 shares of Camden National worth $2.17K as of Q2 2026.
True Wealth Design left its Camden National share count unchanged in Q2 2026.
Camden National made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1655 holding.
True Wealth Design first reported a position in Camden National in Q1 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held Camden National as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.