Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AMG National Trust Bank (CIK 1388829) reported $4.61B across 464 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($414.9M, 8.99%), IWR ($378.1M, 8.20%), IWM ($213.4M, 4.63%), VOO ($203.9M, 4.42%), IXUS ($149.2M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $414.9M | 8.99% | 637,970 | Added |
| 2 | IWR | ISHARES TR | $378.1M | 8.20% | 3.9M | Added |
| 3 | IWM | ISHARES TR | $213.4M | 4.63% | 860,460 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $203.9M | 4.42% | 341,293 | Added |
| 5 | IXUS | ISHARES TR | $149.2M | 3.23% | 1.7M | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $116.6M | 2.53% | 1.6M | Added |
| 7 | IVV | ISHARES TR | $107.3M | 2.33% | 164,330 | Added |
| 8 | LOW | LOWES COS INC | $103.9M | 2.25% | 439,558 | Added |
| 9 | AAPL | APPLE INC | $100.6M | 2.18% | 396,465 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $93.2M | 2.02% | 290,404 | Added |
| 11 | IWB | ISHARES TR | $92.8M | 2.01% | 260,127 | Added |
| 12 | IEFA | ISHARES TR | $86.6M | 1.88% | 956,091 | Added |
| 13 | EFA | ISHARES TR | $73.6M | 1.59% | 757,575 | Added |
| 14 | VXUS | VANGUARD STAR FDS | $72.5M | 1.57% | 939,954 | Added |
| 15 | BALL | BALL CORP | $69.1M | 1.50% | 1.2M | Added |
| 16 | ICVT | ISHARES TR | $57.5M | 1.25% | 565,061 | Added |
| 17 | VO | VANGUARD INDEX FDS | $57.3M | 1.24% | 199,553 | Added |
| 18 | IWF | ISHARES TR | $55.6M | 1.21% | 130,501 | Added |
| 19 | VTWO | VANGUARD SCOTTSDALE FDS | $53.8M | 1.17% | 537,549 | Added |
| 20 | GNR | SPDR INDEX SHS FDS | $53.5M | 1.16% | 716,030 | Added |
| 21 | QQQ | INVESCO QQQ TR | $51.1M | 1.11% | 88,496 | Added |
| 22 | ACWX | ISHARES TR | $47.7M | 1.03% | 696,635 | Added |
| 23 | DVY | ISHARES TR | $47.5M | 1.03% | 313,946 | Added |
| 24 | IWS | ISHARES TR | $46.0M | 1.00% | 315,369 | Trimmed |
| 25 | IWN | ISHARES TR | $45.1M | 0.98% | 237,810 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31