AUBURN NATIONAL BANCORPORATION, INC - AUBN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 80,269 | 2,163 | 0.0% | 0.0% | 1 | +3,184 | 4.13% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 51,565 | 1,389 | 0.0% | 0.0% | 2 | +25 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Truffle Hound Capital, LLC | History | Added to | 50,000 | 1,347 | 0.35% | 0.35% | 3 | +3,420 | 7.34% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 41,847 | 1,127 | 0.0% | 0.0% | 4 | +39 | 0.09% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 30,830 | 830 | 0.02% | 0.02% | 5 | +784 | 2.61% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 27,290 | 735 | 0.01% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 25,632 | 690 | 0.0% | 0.0% | 7 | +439 | 1.74% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | No change | 22,530 | 607 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 19,553 | 526 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 16,509 | 444 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 15,724 | 423 | 0.0% | — | 11 | +15,724 | New | Q4 2025 | Feb 17, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 12,510 | 337 | 0.04% | 0.04% | 12 | -197 | -1.55% | Q4 2025 | Jan 15, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 269 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,011 | 242 | 0.0% | 0.0% | 14 | -446 | -4.72% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 6,752 | 181 | 0.0% | 0.0% | 15 | +873 | 14.85% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 3,876 | 104 | 0.0% | 0.0% | 16 | -888 | -18.64% | Q4 2025 | May 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,301 | 35 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 270 | 7 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | New | 98 | 2 | 0.0% | — | 19 | +98 | New | Q4 2025 | Jan 16, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,046 | -100.0% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 16 | 0 | — | — | — | -20 | -55.56% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |