Position in CAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,278
+$3,655 QoQ
Shares Held
540
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 189 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Clearstead Trust, LLC holds $560,942 across 26 Banks - Regional names. CAC ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
356 | $87,654 | |
| 2 | TFC |
Truist Financial Corp
|
1,251 | $62,324 | |
| 3 | MTB |
M&T Bank Corp
|
219 | $52,124 | |
| 4 | RF |
Regions Financial Corp
|
1,430 | $43,186 | |
| 5 | USB |
US Bancorp \De\
|
602 | $36,360 | |
| 6 | CAC |
Camden National Corp
This page
|
540 | $29,278 | |
| 7 | FITB |
Fifth Third Bancorp
|
513 | $28,917 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
321 | $22,209 |
All Filings in CAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,278 | 540 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,623 | 540 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,425 | 540 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $30,833 | 799 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,423 | 799 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $32,335 | 799 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $37,226 | 871 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $37,435 | 906 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,898 | 906 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $30,369 | 906 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $34,092 | 906 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $25,567 | 906 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,731 | 960 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $34,742 | 960 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $40,022 | 960 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $40,896 | 960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,501 | 420 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,756 | 420 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,227 | 420 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $20,118 | 420 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $20,059 | 420 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $15,027 | 420 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,696 | 420 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $22,727 | 658 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $20,694 | 658 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||