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Donald F Seacrest

Amg National Trust Bank

Assets Managed
$4.614B
Holdings
472
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
8.57%(2Q avg: 5.9%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Amg National Trust Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 472 positions.

Assets under management

The assets under management (AUM) of Amg National Trust Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.614B in assets, with a quarterly growth rate of 8.57% and a 2-quarter average growth rate of 5.9%. The portfolio is managed by Donald F Seacrest, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 8.56%
9%
$414.897M
637,970 shares@ $650.34 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 2.04%
8.2%
$378.137M
3.889M shares@ $97.24 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 4.61%
4.63%
$213.394M
860,460 shares@ $248.0 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 7.86%
4.43%
$203.94M
341,293 shares@ $597.56 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 6.87%
3.24%
$149.245M
1.723M shares@ $86.65 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 10.46%
2.53%
$116.623M
1.584M shares@ $73.64 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 26.46%
2.33%
$107.342M
164,330 shares@ $653.22 avg price
LOW
Lowe's Cos Inc
Recent Activity
Increased 2.64%
2.26%
$103.859M
439,558 shares@ $236.28 avg price
AAPL
Apple Inc
Recent Activity
Increased 19.49%
2.19%
$100.619M
396,465 shares@ $253.79 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.22%
2.02%
$93.165M
290,404 shares@ $320.82 avg price

1-10 of 472