Auburn Natl BancorporationAUBN

13F holders, Q4 2024 (December 31)
25holders +4
3new positions
0sold out
1famous investor
$23.49avg. 13F price*

At the end of Q4 2024, 25 institutions reported holding Auburn Natl Bancorporation (AUBN) in their 13F filings, up 4 from Q3 2024. 3 opened new positions and 0 sold out. The largest holders were Dimensional Fund Advisors LP ($931K), Fourthstone LLC ($870K) and Vanguard Group Inc. ($769K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Auburn Natl Bancorporation
CUSIP
050473107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 20Q1 2024Q2 2024: 20Q2 2024Q3 2024: 21Q3 2024Q4 2024: 25Q4 2024Q1 2025: 23Q1 2025Q2 2025: 25Q2 2025Q3 2025: 24Q3 2025Q4 2025: 23Q4 2025Q1 2026: 24Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$1.3M
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 60,703 shares bought and 18,550 shares sold, net +42,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

Dimensional Fund Advisors LP 0.00% Add +1.3% 39,624 $931K
Fourthstone LLC 0.17% New 37,034 $870K
Vanguard Group Inc. 0.00% No change 32,725 $769K
Bridgeway Capital Management, LLC 0.02% Add +1.9% 30,670 $720K
Aptus Capital Advisors, LLC 0.01% Reduce -3.2% 27,490 $646K
Geode Capital Management, LLC 0.00% No change 23,368 $549K
IFG Advisory, LLC 0.03% No change 22,530 $529K
LPL Financial LLC 0.00% New 19,619 $461K
Truist Financial Corp. 0.00% No change 19,553 $459K
Apexium Financial, LP 0.02% No change 15,724 $369K
Renaissance Technologies 0.00% Add +2.6% 15,609 $367K
Jamison Private Wealth Management, Inc. 0.04% Reduce -8.4% 12,697 $298K
Wealthedge Investment Advisors, LLC 0.12% — 11,577 $272K
Empowered Funds, LLC 0.00% Add +5.4% 11,170 $262K
RBF Capital, LLC 0.01% No change 10,000 $235K
Captrust Financial Advisors 0.00% Add +0.6% 9,280 $218K
BlackRock, Inc. 0.00% Add +0.0% 5,921 $139K
Morgan Stanley 0.00% Add +22.4% 4,745 $111K
UBS Group AG 0.00% Add +720.3% 1,091 $26K
EverSource Wealth Advisors, LLC 0.00% No change 270 $6K
Tower Research Capital LLC (TRC) 0.00% New 97 $2K
Osaic Holdings, Inc. 0.00% Reduce -99.5% 83 $2K
Bank of America Corp. 0.00% Reduce -25.0% 21 $493
JPMorgan Chase & Co. 0.00% No change 14 $329
Wells Fargo & Company 0.00% No change 1 $14

"% of holder's portfolio" is AUBN's weight in each manager's 13F, not the share of Auburn Natl Bancorporation the manager owns.