AUBURN NATL BANCORP

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AUBN·050473107·US·equity·Financial Services - Banks - Regional-Activist

AUBN (AUBURN NATL BANCORP) is held by 15 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($1.2M), DIMENSIONAL FUND ADVISORS LP ($998,678), Aptus Capital Advisors, LLC ($651,276). Net institutional sentiment: Mixed.

15

Holders

Avg rating(3 Elite)

$5.5M

Total Value

40% (18)

Fund Consensus

4 buying - 6 selling

Smart Money Verdict

View all

48Weak MomentumSplit Signals

Institutional (13F)41

Insider (Form 4)56

Activist (13D/13G)51

Congressional (STOCK Act)

No data

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See how AUBN's score breaks down across 4 SEC sources

Holder Quality

3

★★★★★

Elite

8

★★★★

Strong

6

★★★

Solid

1

★★

Below

0

★

Weak

Held by 15 funds

3 elite

Who's Trading

InsiderHAHedges David ABuy $24KMay 6, 2026

InsiderHEHOUSEL DAVID EBuy $4KMay 5, 2026

InsiderUNUnknownBuy $4KApr 30, 2026

InsiderCJConn Walton T Jr.Buy $5KApr 30, 2026

ActivistSJSandra J. Spencer7.4%Sep 15, 2025

ActivistBSBruce Steven Spencer7.2%Sep 15, 2025

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (15)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	50,573(-1.9%)	$1.2M	0.0%	-8.93%	0
DIMENSIONAL FUND ADVISORS LP	Unchanged	41,847	$998,678	0.0%	+15.71%	0
Aptus Capital Advisors, LLC	Unchanged	27,290	$651,276	0.0%	-24.74%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	25,229(-1.6%)	$602,239	0.0%	-15.14%	0
TRUIST FINANCIAL CORP	Unchanged	19,553	$466,632	0.0%	-43.46%	0
CAPTRUST FINANCIAL ADVISORS	Increased	19,188(+112.9%)	$457,924	0.0%	+3.78%	39
Empowered Funds, LLC	Increased	16,781(+9.5%)	$400,479	0.0%	+19.39%	26
RENAISSANCE TECHNOLOGIES LLC	Unchanged	16,509	$393,987	0.0%	-11.46%	0
BlackRock, Inc.	Increased	7,920(+17.3%)	$189,011	0.0%	+0.20%	18
MORGAN STANLEY	Unchanged	3,876	$92,520	0.0%	+31.58%	0
OSAIC HOLDINGS, INC.	Unchanged	1,301	$31,045	0.0%	-14.68%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	61	$1,456	0.0%	-0.41%	17
JPMORGAN CHASE & CO	Unchanged	14	$332	0.0%	+2.30%	0
UBS Group AG	Decreased	13(-18.8%)	$310	0.0%	+7.50%	0
WELLS FARGO & COMPANY/MN	Unchanged	0	$0	0.0%	-3.07%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$54	0.0%	+1.96%	0
Farther Finance Advisors, LLC	Exited	0(-100.0%)	$216	0.0%	-2.67%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Exited	0(-100.0%)	$423,762	0.0%	-8.09%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer