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United Capital Financial Advisors’s Auburn National Bancorp AUBN Stock Holding History

United Capital Financial 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 		– Sell
-15,724
Closed -$424K – 1633
2025
Q4 		$424K Buy
+15,724
New +$408K ﹤0.01% 1031

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 $83.7B AUM 27.22% 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

United Capital Financial Advisors's AUBN Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Auburn National Bancorp (AUBN) in Q1 2026, closing a stake of 15,724 shares — an estimated $424K sold.

United Capital Financial Advisors first reported a position in AUBN in Q4 2025 and held it in 1 quarter. The position peaked at $424K in Q4 2025. 24 funds tracked by Wall St. Rank hold AUBN as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Auburn National Bancorp position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,724 Auburn National Bancorp shares in Q1 2026, an estimated $424K.
  • United Capital Financial Advisors first reported a position in Auburn National Bancorp in Q4 2025 and held it in 1 quarter.
  • United Capital Financial Advisors's Auburn National Bancorp position peaked at $424K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Auburn National Bancorp as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.