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Wealthedge Investment Advisors’s Auburn National Bancorp AUBN Stock Holding History

Wealthedge Investment 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
2025
Q1 		– Sell
-11,577
Closed -$272K – 183
2024
Q4 		$272K Buy
+11,577
New +$258K 0.12% 125

Other funds holding AUBN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Wealthedge Investment Advisors's AUBN Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of Auburn National Bancorp (AUBN) in Q1 2025, closing a stake of 11,577 shares — an estimated $272K sold.

Wealthedge Investment Advisors first reported a position in AUBN in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 23 funds tracked by Wall St. Rank hold AUBN as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining Auburn National Bancorp position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 11,577 Auburn National Bancorp shares in Q1 2025, an estimated $272K.
  • Wealthedge Investment Advisors first reported a position in Auburn National Bancorp in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Auburn National Bancorp position peaked at $272K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Auburn National Bancorp as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.