Company · Ownership research

AUBURN NATIONAL BANCORPORATION, INC AUBN

CIK 0000750574 · CUSIP 050473107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	LPL Financial LLC CIK 1403438 · View history	$1.33M 50,573 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
02	Truffle Hound Capital, LLC CIK 1595862 · View history	$1.31M 50,000 shares	0.82%	0(0.00%)Unchanged	SEC filing ↗ Nov 10, 2026	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$1.10M 41,973 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 4, 2026	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$672.81K 25,624 shares	0.00%	-109(-0.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾
05	TRUIST FINANCIAL CORP CIK 92230 · View history	$513.27K 19,553 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 30, 2026	▾
06	CAPTRUST FINANCIAL ADVISORS CIK 1512024 · View history	$498.73K 18,999 shares	0.00%	+54(+0.30%)Added	SEC filing ↗ Nov 12, 2026	▾
07	JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 2006637 · View history	$313.83K 11,956 shares	0.03%	-561(-4.50%)Reduced	SEC filing ↗ Oct 14, 2026	▾
08	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$34.15K 1,301 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
09	EverSource Wealth Advisors, LLC CIK 1710537 · View history	$7.09K 270 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 4, 2026	▾
10	Blue Trust, Inc. CIK 1856022 · View history	$2.57K 98 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 15, 2026	▾
11	JPMORGAN CHASE & CO CIK 19617 · View history	$371.00 14 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
12	UBS Group AG CIK 1610520 · View history	$341.00 13 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 10, 2026	▾
13	BARCLAYS PLC CIK 312069 · View history	$132.00 5 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾

Showing 13 / 13 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

220,379

Not deduplicated across managers

Disclosed value

$5.79M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

AUBURN NATIONAL BANCORPORATION, INC · Q3 2026

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This page includes 13 of 13 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.