AMG National Trust Bank - Portfolio overview

AMG National Trust Bank has 511 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STR SPDR S&P 500 ETF T, 12.46%
  2. IWR - ISHARES TR, 11.44%
  3. VOO - VANGUARD INDEX FDS, 6.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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