Amg National Trust Bank 13F Filings, Portfolio & Analysis

CIK: 0001388829
Englewood 6295 Greenwood Plaza Blvd
Zip Code: 80111
Latest Portfolio Value
$4.25 B
+3.23%
12/31/2025
Total Holdings
453
1
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
42.12%

Amg National Trust Bank — Portfolio Overview & Company Profile

Amg National Trust Bank (CIK: 0001388829) is a financial institution headquartered at 6295 Greenwood Plaza Blvd, , Englewood, Colorado 80111. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $4,249,756,052, comprising 453 distinct securities. Over its filing history, it has submitted 53 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Asset Allocation

Stocks/ETFs
+4.02%
$4.24 B 99.83%
Options
-57.49%
$6.88 M 0.16%
Debt
$0 0.00%
Other
-98.82%
$259,023 0.01%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
587,702 $400.77 M 9.43% ▼ 8,989 Reduce -1.5%
3.81 M $366.94 M 8.63% ▲ 13,491 Add 0.4%
822,617 $202.5 M 4.76% ▼ 5,541 Reduce -0.7%
316,444 $198.45 M 4.67% ▲ 29,545 Add 10.3%
1.61 M $136.43 M 3.21% ▲ 40,402 Add 2.6%
1.43 M $106.2 M 2.50% ▲ 6,980 Add 0.5%
428,293 $103.29 M 2.43% ▼ 6,975 Reduce -1.6%
276,015 $92.54 M 2.18% ▼ 4,796 Reduce -1.7%
331,808 $90.21 M 2.12% ▼ 7,806 Reduce -2.3%
239,869 $89.58 M 2.11% ▼ 7,055 Reduce -2.9%

Historical Portfolio Charts