Amg National Trust Bank
$4.9B 13F equity value
508 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Amg National Trust Bank covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 575,530 | $430M | 8.8% |
| IWR | ISHARES TR | 3,869,983 | $427M | 8.8% |
| IWM | ISHARES TR | 823,139 | $247M | 5.1% |
| VOO | VANGUARD INDEX FDS | 345,692 | $237M | 4.9% |
| IXUS | ISHARES TR | 1,799,901 | $172M | 3.5% |
| CVGD | ELEVATION SERIES TRUST | 4,781,409 | $119M | 2.5% |
| BND | VANGUARD BD INDEX FDS | 1,539,023 | $113M | 2.3% |
| VTI | VANGUARD INDEX FDS | 283,126 | $105M | 2.2% |
| AAPL | APPLE INC | 337,620 | $98M | 2.0% |
| IWB | ISHARES TR | 236,272 | $97M | 2.0% |
Track Amg National Trust Bank's 13F portfolio: $4.9B in reported holdings, 508 positions. Top holdings and quarterly changes on SentiSense.
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