§ 13F · FUND PROFILE
AMG National Trust Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $3816.8T (13F)Positions · 619Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$37.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 536K | $365.8T | 8.6% | −2% |
| 2 | IWR | ISHARES TR | 3.53M | $339.9T | 8.0% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 309K | $194.1T | 4.6% | +10% |
| 4 | IWM | ISHARES TR | 776K | $190.9T | 4.5% | −1% |
| 5 | IXUS | ISHARES TR | 1.53M | $129.2T | 3.0% | — |
| 6 | LOW | LOWES COS INC | 427K | $103.0T | 2.4% | — |
| 7 | BND | VANGUARD BD INDEX FDS | 1.39M | $102.9T | 2.4% | — |
| 8 | IVV | ISHARES TR | 130K | $88.8T | 2.1% | — |
| 9 | VTI | VANGUARD INDEX FDS | 263K | $88.0T | 2.1% | −2% |
| 10 | AAPL | APPLE INC | 314K | $85.2T | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMG SIGNAL
AC read
AMG National Trust Bank is a Dealer / Bank fund managing $3816829.0 trillion in assets. The fund runs a broad portfolio of 619 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed