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 Q2	$7.3K	Sell	270 -270	-50%	-$6.62K	﹤0.01%	3087
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

EverSource Wealth Advisors's AUBN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Auburn National Bancorp (AUBN) stake by 50% in Q2 2026, selling an estimated $6.62K and leaving 270 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

EverSource Wealth Advisors first reported a position in AUBN in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.9K in Q1 2026. 27 funds tracked by Wall St. Rank hold AUBN as of Q2 2026.

EverSource Wealth Advisors held 270 shares of Auburn National Bancorp worth $7.3K as of Q2 2026.
EverSource Wealth Advisors sold 270 Auburn National Bancorp shares in Q2 2026, an estimated $6.62K.
Auburn National Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3087 holding.
EverSource Wealth Advisors first reported a position in Auburn National Bancorp in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Auburn National Bancorp position peaked at $12.9K in Q1 2026.
27 funds tracked by Wall St. Rank held Auburn National Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.