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EverSource Wealth Advisors’s Auburn National Bancorp AUBN Stock Holding History

EverSource Wealth Advisors’s Portfolio AUBN Stock Details AUBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9K Buy
540
+270
+100% +$6.68K ﹤0.01% 2781
2025
Q4 		$7.28K Hold
270
– – ﹤0.01% 2951
2025
Q3 		$7.32K Hold
270
– – ﹤0.01% 2979
2025
Q2 		$6.99K Hold
270
– – ﹤0.01% 3008
2025
Q1 		$5.83K Hold
270
– – ﹤0.01% 2421
2024
Q4 		$6.34K Hold
270
– – ﹤0.01% 2239
2024
Q3 		$6.18K Hold
270
– – ﹤0.01% 2134
2024
Q2 		$5.16K Hold
270
– – ﹤0.01% 2215
2024
Q1 		$5K Hold
270
– – ﹤0.01% 2053
2023
Q4 		$5.75K Hold
270
– – ﹤0.01% 1801
2023
Q3 		$5.83K Buy
+270
New +$5.88K ﹤0.01% 1649

Other funds holding AUBN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

EverSource Wealth Advisors's AUBN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Auburn National Bancorp (AUBN) stake by 100% in Q1 2026, buying an estimated $6.68K and bringing the position to 540 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

EverSource Wealth Advisors first reported a position in AUBN in Q3 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold AUBN as of Q1 2026.

  • EverSource Wealth Advisors held 540 shares of Auburn National Bancorp worth $12.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 270 Auburn National Bancorp shares in Q1 2026, an estimated $6.68K.
  • Auburn National Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2781 holding.
  • EverSource Wealth Advisors first reported a position in Auburn National Bancorp in Q3 2023 and has held it in 11 quarters since.
  • 24 funds tracked by Wall St. Rank held Auburn National Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.