DOSSIER · 13F-HR · Q1 2026

AMG National Trust Bank

AMG National Trust Bank's family office based in New York, NY — $4.6B in tracked AUM across 675 positions as of Q1 2026.

AN

AMG National Trust Bank·New York, NY·Family Office

CIK 0001388829 · last filed Mar 31, 2026

Total AUM

$4.6B

▼ 19.2%

vs prior

Holdings

675

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of AMG National Trust Bank 13F Filing

Portfolio Overview

AMG National Trust Bank manages a substantial portfolio valued at approximately $4.12 billion as of September 30, 2025. This represents a growth of 7.9% from the previous quarter's value of $3.82 billion. The portfolio is highly diversified, comprising 627 individual holdings. The investment strategy is characterized by a heavy reliance on passive investing through Exchange Traded Funds (ETFs), which dominate t...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

STATE STR SPDR S&P 500 ETF T

$415M638K9.0%

02

ISHARES TR

$378M3.9M8.2%

03

ISHARES TR

$213M860K4.6%

04

VANGUARD INDEX FDS

$204M341K4.4%

05

ISHARES TR

$149M1.7M3.2%

06

VANGUARD BD INDEX FDS

$117M1.6M2.5%

07

ISHARES TR

$107M164K2.3%

08

LOWES COS INC

$104M440K2.3%

09

APPLE INC

$101M396K2.2%

10

VANGUARD INDEX FDS

$93M290K2.0%

Filing history

Filing history loading…