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SEC Form 13F-HR

AMG National Trust Bank

The latest available 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 7, 2026. Quarter-end snapshot, not a live trade.

Disclosed 13F value

$4.88B

sum of reported positions

Reported positions

444

Changes vs prior quarter

431

38 new · 70 exited

Filings on record

Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024

Track record

Across 45 measured positions in 8 quarters, the typical new or larger position finished +2.1 pts against the S&P 500 and 60% finished ahead of it. For scale, across all 501 funds with a result: −2.2 pts typical, 44% ahead.

Measured on each position this fund reported as new or larger, from the first close after the filing became public, against the S&P 500, 90 days later. Sales are not scored. History, not a forecast; it shows what the stocks did, not what the fund knew.

Reported portfolio · 9 quarters

+5.7% vs last quarter

Total value of the 13F each quarter. It moves with prices as well as with what the fund bought or sold, so a rise is not necessarily a purchase.

Quarter by quarter

Where the money is

top 5 = 31% · top 1 = 9%

STATE STR SPDR S&P 500 ETF T8.8%
ISHARES TR8.8%
ISHARES TR5.1%
VANGUARD INDEX FDS4.9%
ISHARES TR3.5%
ELEVATION SERIES TRUST2.4%

25 largest holdings · Q2 2026

weights are within the disclosed 13F portfolio

Company	Shares	Value	Weight
STATE STR SPDR S&P 500 ETF T	576K	$430M	8.8%
ISHARES TR	3.87M	$427M	8.8%
ISHARES TR	823K	$247M	5.1%
VANGUARD INDEX FDS	346K	$237M	4.9%
ISHARES TR	1.8M	$172M	3.5%
ELEVATION SERIES TRUST	4.78M	$119M	2.4%
VANGUARD BD INDEX FDS	1.54M	$113M	2.3%

Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology

How this filing works

SEC Form 13F

	Q1 2026	Q2 2026
Reported value	$4.61B	$4.88B
Positions	476	444
Biggest line	—	STATE STR SPDR S&P 500 ETF T 9%