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 Q3	$314K	Sell	11,956 -561	-4%	-$14.9K	0.03%	197
2026 Q2	$338K	Buy	12,517 +3	+0%	+$74	0.03%	190
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jamison Private Wealth Management's AUBN Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Auburn National Bancorp (AUBN) stake by 4.5% in Q3 2026, selling an estimated $14.9K and leaving 11,956 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #197.

Jamison Private Wealth Management first reported a position in AUBN in Q3 2023 and has held it in 13 quarters since. The position peaked at $344K in Q3 2025. 8 funds tracked by Wall St. Rank hold AUBN as of Q3 2026.

Jamison Private Wealth Management held 11,956 shares of Auburn National Bancorp worth $314K as of Q3 2026.
Jamison Private Wealth Management sold 561 Auburn National Bancorp shares in Q3 2026, an estimated $14.9K.
Auburn National Bancorp made up 0.03% of Jamison Private Wealth Management's portfolio in Q3 2026, its #197 holding.
Jamison Private Wealth Management first reported a position in Auburn National Bancorp in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Auburn National Bancorp position peaked at $344K in Q3 2025.
8 funds tracked by Wall St. Rank held Auburn National Bancorp as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.