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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 23 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GEVO GEVO INC Basic Materials 101,339.0 $152K 0.00% $1.50 +12.7%
442 HUN HUNTSMAN CORP Basic Materials 12,405.0 $132K 0.00% -77K -86.1% $10.62 -10.3%
443 NMRA NEUMORA THERAPEUTICS INC. Healthcare 43,379.0 $74K 0.00% $1.70 -11.8%
444 TOI THE ONCOLOGY INSTITUTE INC Healthcare 10,000.0 $54K 0.00% $5.43 +12.9%
Page 23 of 23  ·  444 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%