JPWM
AUBN icon

Jamison Private Wealth Management’s Auburn National Bancorp AUBN Stock Holding History

Jamison Private Wealth Management’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 		$299K Buy
12,514
+4
+0% +$99 0.04% 183
2025
Q4 		$337K Sell
12,510
-197
-2% -$5.11K 0.04% 176
2025
Q3 		$344K Buy
12,707
+3
+0% +$79 0.04% 177
2025
Q2 		$329K Buy
12,704
+3
+0% +$63 0.05% 173
2025
Q1 		$274K Buy
12,701
+4
+0% +$86 0.04% 180
2024
Q4 		$298K Sell
12,697
-1,161
-8% -$25.9K 0.04% 178
2024
Q3 		$317K Buy
13,858
+300
+2% +$5.74K 0.05% 160
2024
Q2 		$248K Hold
13,558
– – 0.04% 163
2024
Q1 		$261K Hold
13,558
– – 0.04% 161
2023
Q4 		$289K Hold
13,558
– – 0.05% 151
2023
Q3 		$293K Buy
+13,558
New +$295K 0.06% 148

Other funds holding AUBN

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $163M 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 $11.9B 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 $74.1B AUM 21.09% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return