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Wealthspire Advisors (New York)’s Camden National CAC Stock Holding History

Wealthspire Advisors (New York)’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
-1,500
Closed -$57.9K – 1304
2025
Q3 		$57.9K Buy
+1,500
New +$60.3K ﹤0.01% 1191

Other funds holding CAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s CAC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Camden National (CAC) in Q4 2025, closing a stake of 1,500 shares — an estimated $57.9K sold.

Wealthspire Advisors (New York) first reported a position in CAC in Q3 2025 and held it in 1 quarter. The position peaked at $57.9K in Q3 2025. 174 funds tracked by Wall St. Rank hold CAC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Camden National position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,500 Camden National shares in Q4 2025, an estimated $57.9K.
  • Wealthspire Advisors (New York) first reported a position in Camden National in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Camden National position peaked at $57.9K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Camden National as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.