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Portfolio (Quarterly) Guide ↗

AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.9B AUM 798 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 94 Added 241 Reduced 70 Exited
Page 11 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RRC RANGE RES CORP Energy 13,916.0 $518K 0.01% -27K -66.1% $37.19 +12.4%
202 PUK PRUDENTIAL PLC Financial Services 18,180.0 $487K 0.01% -119K -86.7% $26.81 +6.0%
203 UPS UNITED PARCEL SVCS INC Industrials 4,447.0 $478K 0.01% -1K -21.4% $107.50 -1.3%
204 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,825.0 $471K 0.01% -345.0 -8.3% $123.11 +31.5%
205 AGCO AGCO CORP Industrials 3,746.0 $448K 0.01% -14K -79.3% $119.70 -6.8%
206 QLTA ISHARES TR 9,350.0 $444K 0.01% -500.0 -5.1% $47.52 -1.8%
207 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,000.0 $439K 0.01% -3K -42.0% $109.76 +1.1%
208 WSBC WESBANCO INC Financial Services 11,035.0 $431K 0.01% -4K -24.1% $39.03 +3.6%
209 DGRO ISHARES TR 5,522.0 $419K 0.01% -4K -43.8% $75.79 +5.4%
210 SO SOUTHERN CO Utilities 4,370.0 $418K 0.01% -3K -41.4% $95.72 -5.8%
211 BDX BECTON DICKINSON & CO Healthcare 2,628.0 $398K 0.01% -16K -85.8% $151.33 +25.7%
212 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,370.0 $387K 0.01% -133.0 -3.0% $88.60 -36.6%
213 WHD CACTUS INC Energy 7,411.0 $380K 0.01% -36K -82.8% $51.23 +30.6%
214 HR HEALTHCARE RLTY TR Real Estate 18,814.0 $379K 0.01% -97K -83.8% $20.17 -3.9%
215 CE CELANESE CORP DEL Basic Materials 8,248.0 $379K 0.01% -107K -92.8% $46.00 -3.1%
216 GBF ISHARES TR 3,590.0 $373K 0.01% -245.0 -6.4% $103.83 -1.2%
217 F FORD MTR CO Consumer Cyclical 26,118.0 $363K 0.01% -1K -3.7% $13.90 -0.6%
218 AEP AMERICAN ELEC PWR CO INC Utilities 2,575.0 $352K 0.01% -19K -88.2% $136.81 -9.7%
219 VDC VANGUARD WORLD FD 1,558.0 $351K 0.01% -1K -40.4% $225.49 +3.3%
220 MO ALTRIA GROUP INC Consumer Defensive 4,827.0 $347K 0.01% -1K -23.3% $71.95 -4.3%
Page 11 of 13  ·  241 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.8%
Consumer Cyclical 17.9%
Technology 13.8%
Healthcare 6.3%
Industrials 4.7%
Consumer Defensive 4.3%
Communication Services 2.7%
Energy 1.7%
Basic Materials 1.6%
Utilities 1.1%