Auburn National Bancorp Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 80.27 K | $2.16 M | 4.13% | 2.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 51.57 K | $1.39 M | 0.05% | 1.48% |
| TRUFFLE HOUND CAPITAL, LLC | 02/13/2026 | 50.00 K | $1.35 M | 7.34% | 1.43% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 41.85 K | $1.13 M | 0.09% | 1.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 30.83 K | $830.87 K | 2.61% | 0.88% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 27.29 K | $735.47 K | 0.00% | 0.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 25.63 K | $690.94 K | 1.74% | 0.73% |
| IFG ADVISORY, LLC | 02/10/2026 | 22.53 K | $607.18 K | 0.00% | 0.64% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 19.55 K | $526.95 K | 0.00% | 0.56% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 16.51 K | $444.92 K | 0.00% | 0.47% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 02/17/2026 | 15.72 K | $423.76 K | 100.00% | 0.45% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 15.33 K | $413.14 K | 9.14% | 0.44% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 01/15/2026 | 12.51 K | $337.16 K | -1.55% | 0.36% |
| RBF CAPITAL, LLC | 02/17/2026 | 10.00 K | $269.50 K | 0.00% | 0.29% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 9.01 K | $242.84 K | -4.72% | 0.26% |
| BLACKROCK, INC. | 02/12/2026 | 6.75 K | $181.97 K | 14.85% | 0.19% |
| MORGAN STANLEY | 02/13/2026 | 3.88 K | $104.48 K | -18.64% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.30 K | $35.06 K | 0.00% | 0.04% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 270 | $7.28 K | 0.00% | 0.01% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 98 | $2.64 K | 100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 16 | $431 | -55.56% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 14 | $377 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 8 | $216 | -20.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2 | $54 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 0 | $0 | -100.00% | 0.00% |
Auburn National Bancorp Inc. institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of Auburn National Bancorp Inc.. The most heavily invested institutionals were:
TRUIST FINANCIAL CORP: 19,553
JAMISON PRIVATE WEALTH MANAGEMENT, INC.: 12,514
M3F, Inc.: 9,151
Ronald Blue Trust, Inc.: 98
UBS Group AG: 13
Farther Finance Advisors, LLC: 0
12.62% of Auburn National Bancorp Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 516.19 K shares in the last 24 months. This purchase volume represents approximately $12.55 M in transactions.